Carroll Financial Associates’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $370K | Hold |
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|
2019
Q2 | $365K | Buy |
|