Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 193 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 195 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 200 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 196 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 206 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 216 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 211 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 213 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 221 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 234 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 249 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 250 |
|
|
2016
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 258 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 415 |
|
|
2016
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 420 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 438 |
|
|
2015
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 446 |
|
|
2015
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 443 |
|
|
2015
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 434 |
|
|
2014
Q3 | – | Sell |
-3
| Closed | – | – | 441 |
|
|
2014
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 417 |
|
|
2014
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 392 |
|
|
2013
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 398 |
|