Clear Point Advisors’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
2024
Q4
Sell
-111
Closed -$2.6K 261
2024
Q3
$2.6K Hold
111
﹤0.01% 430
2024
Q2
$2.43K Hold
111
﹤0.01% 430
2024
Q1
$2.45K Buy
111
+21
+23% +$464 ﹤0.01% 425
2023
Q4
$1.83K Buy
+90
New +$1.83K ﹤0.01% 428