A detailed history of Harbour Investments, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Harbour Investments, Inc. holds 5,260 shares of FNDA stock, worth $158,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,260
Previous 539 875.88%
Holding current value
$158,483
Previous $29,000 979.31%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$54.26 - $60.01 $256,161 - $283,307
4,721 Added 875.88%
5,260 $313,000
Q4 2023

Feb 16, 2024

SELL
$44.98 - $56.11 $5,802 - $7,238
-129 Reduced 19.31%
539 $29,000
Q3 2023

Nov 15, 2023

BUY
$47.76 - $53.58 $14,232 - $15,966
298 Added 80.54%
668 $32,000
Q2 2023

Aug 14, 2023

BUY
$46.06 - $50.45 $1,335 - $1,463
29 Added 8.5%
370 $18,000
Q1 2023

May 15, 2023

BUY
$46.21 - $53.63 $3,881 - $4,504
84 Added 32.68%
341 $16,000
Q4 2022

Feb 15, 2023

SELL
$43.53 - $50.11 $304 - $350
-7 Reduced 2.65%
257 $12,000
Q2 2022

Aug 15, 2022

BUY
$44.28 - $53.81 $11,689 - $14,205
264 New
264 $12,000
Q4 2021

Feb 16, 2022

SELL
$52.31 - $57.77 $4,289 - $4,737
-82 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$50.41 - $54.9 $4,133 - $4,501
82 New
82 $4,000
Q2 2021

Aug 16, 2021

SELL
$50.53 - $56.06 $3,688 - $4,092
-73 Closed
0 $0
Q1 2021

Aug 17, 2021

BUY
$42.36 - $53.44 $3,092 - $3,901
73 New
73 $4,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


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

Track Harbour Investments, Inc. Portfolio

Follow Harbour Investments, Inc. 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 Harbour Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbour Investments, Inc. with notifications on news.