CMP
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Coston McIsaac & Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Coston McIsaac & Partners’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13K Hold
561
– – ﹤0.01% 489
2025
Q1 		$12K Hold
561
– – ﹤0.01% 470
2024
Q4 		$13K Hold
561
– – ﹤0.01% 453
2024
Q3 		$13 Hold
561
– – ﹤0.01% 454
2024
Q2 		$12K Hold
561
– – ﹤0.01% 445
2024
Q1 		$12K Buy
+561
New +$12K ﹤0.01% 450