Creative Financial Designs Inc Schwab Fundamental U S Small C Transaction History

Creative Financial Designs Inc

  • $1.2 Billion
  • Q4 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Creative Financial Designs Inc holds 1,440 shares of FNDA stock, worth $43,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,440
Previous 720 100.0%
Holding current value
$43,516
Previous $42,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$29.26 - $59.11 $21,067 - $42,559
720 Added 100.0%
1,440 $42,000
Q3 2024

Oct 28, 2024
BUY
$54.26 - $60.01 $705 - $780
13 Added 1.84%
720 $42,000
Q2 2024

Aug 06, 2024
SELL
$52.82 - $57.21 $158 - $171
-3 Reduced 0.42%
707 $38,000
Q1 2024

May 01, 2024
SELL
$52.35 - $57.03 $2,826 - $3,079
-54 Reduced 7.07%
710 $40,000
Q4 2023

Jan 10, 2024
BUY
$44.98 - $56.11 $1,304 - $1,627
29 Added 3.95%
764 $42,000
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $3,056 - $3,429
-64 Reduced 8.01%
735 $35,000
Q2 2023

Jul 26, 2023
BUY
$46.06 - $50.45 $3,454 - $3,783
75 Added 10.36%
799 $40,000
Q1 2023

Apr 25, 2023
BUY
$46.21 - $53.63 $6,376 - $7,400
138 Added 23.55%
724 $35,000
Q4 2022

Feb 01, 2023
BUY
$43.53 - $50.11 $6,398 - $7,366
147 Added 33.49%
586 $27,000
Q3 2022

Nov 01, 2022
BUY
$42.52 - $52.23 $340 - $417
8 Added 1.86%
439 $19,000
Q2 2022

Aug 01, 2022
BUY
$44.28 - $53.81 $7,173 - $8,717
162 Added 60.22%
431 $20,000
Q1 2022

Apr 15, 2022
BUY
$50.55 - $56.5 $1,920 - $2,147
38 Added 16.45%
269 $14,000
Q4 2021

Jan 26, 2022
BUY
$52.31 - $57.77 $12,083 - $13,344
231 New
231 $13,000
Q3 2021

Oct 08, 2021
SELL
$50.41 - $54.9 $705 - $768
-14 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$50.53 - $56.06 $707 - $784
14 New
14 $1,000

Others Institutions Holding FNDA

# of Institutions
462
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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