A detailed history of Brookstone Capital Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Brookstone Capital Management holds 10,976 shares of FNDA stock, worth $627,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,976
Previous 17,918 38.74%
Holding current value
$627,168
Previous $1.02 Million 41.04%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$52.82 - $57.21 $366,676 - $397,151
-6,942 Reduced 38.74%
10,976 $602,000
Q1 2024

Apr 15, 2024

SELL
$52.35 - $57.03 $139,460 - $151,927
-2,664 Reduced 12.94%
17,918 $1.02 Million
Q4 2023

Jan 11, 2024

BUY
$44.98 - $56.11 $925,778 - $1.15 Million
20,582 New
20,582 $1.14 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Brookstone Capital Management Portfolio

Follow Brookstone Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookstone Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Brookstone Capital Management with notifications on news.