Hochman Cole Investment Advisors’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
Q3 | $713K | Sell |
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|
2021
Q2 | $768K | Sell |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $651K | Sell |
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|
2020
Q3 | $649K | Sell |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $928K | Sell |
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|
2019
Q2 | $929K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $875K | Buy |
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