Bank of Montreal’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-570
| Closed | -$13.3K | – | 3198 |
|
|
2024
Q4 | $13.3K | Hold |
570
| – | – | ﹤0.01% | 2986 |
|
|
2024
Q3 | $13.3K | Buy |
+570
| New | +$13.3K | ﹤0.01% | 3274 |
|
|
2023
Q2 | – | Sell |
-2,478
| Closed | -$44.7K | – | 3632 |
|
|
2023
Q1 | $44.7K | Buy |
+2,478
| New | +$44.7K | ﹤0.01% | 3103 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4348 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4280 |
|
|
2014
Q3 | – | Sell |
-18,795
| Closed | -$182K | – | 3657 |
|
|
2014
Q2 | $182K | Buy |
18,795
+16,380
| +678% | +$159K | ﹤0.01% | 2168 |
|
|
2014
Q1 | $22K | Buy |
+2,415
| New | +$22K | ﹤0.01% | 2930 |
|