Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $53.3K | Buy |
2,613
+12
| +0.5% | +$245 | ﹤0.01% | 366 |
|
|
2023
Q3 | $47.8K | Buy |
2,601
+12
| +0.5% | +$220 | ﹤0.01% | 346 |
|
|
2023
Q2 | $49K | Buy |
2,589
+15
| +0.6% | +$284 | ﹤0.01% | 333 |
|
|
2023
Q1 | $46.5K | Buy |
2,574
+12
| +0.5% | +$217 | ﹤0.01% | 343 |
|
|
2022
Q4 | $45K | Buy |
2,562
+12
| +0.5% | +$211 | ﹤0.01% | 343 |
|
|
2022
Q3 | $40K | Buy |
2,550
+15
| +0.6% | +$235 | ﹤0.01% | 332 |
|
|
2022
Q2 | $42K | Buy |
2,535
+15
| +0.6% | +$249 | ﹤0.01% | 341 |
|
|
2022
Q1 | $49K | Buy |
2,520
+9
| +0.4% | +$175 | ﹤0.01% | 322 |
|
|
2021
Q4 | $49K | Buy |
2,511
+12
| +0.5% | +$234 | ﹤0.01% | 327 |
|
|
2021
Q3 | $45K | Buy |
2,499
+12
| +0.5% | +$216 | ﹤0.01% | 309 |
|
|
2021
Q2 | $45K | Buy |
2,487
+9
| +0.4% | +$163 | ﹤0.01% | 295 |
|
|
2021
Q1 | $42K | Buy |
2,478
+9
| +0.4% | +$153 | ﹤0.01% | 281 |
|
|
2020
Q4 | $37K | Buy |
2,469
+12
| +0.5% | +$180 | ﹤0.01% | 281 |
|
|
2020
Q3 | $31K | Buy |
2,457
+21
| +0.9% | +$265 | ﹤0.01% | 269 |
|
|
2020
Q2 | $29K | Buy |
2,436
+12
| +0.5% | +$143 | ﹤0.01% | 268 |
|
|
2020
Q1 | $25K | Buy |
2,424
+18
| +0.7% | +$186 | ﹤0.01% | 259 |
|
|
2019
Q4 | $34K | Buy |
+2,406
| New | +$34K | ﹤0.01% | 267 |
|