Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $713K | Sell |
39,924
-2,436
| -6% | -$43.5K | 0.28% | 67 |
|
|
2021
Q2 | $768K | Sell |
42,360
-1,065
| -2% | -$19.3K | 0.31% | 59 |
|
|
2021
Q1 | $742K | Sell |
43,425
-51
| -0.1% | -$871 | 0.31% | 57 |
|
|
2020
Q4 | $651K | Sell |
43,476
-7,563
| -15% | -$113K | 0.28% | 58 |
|
|
2020
Q3 | $649K | Sell |
51,039
-9,525
| -16% | -$121K | 0.32% | 53 |
|
|
2020
Q2 | $732K | Sell |
60,564
-3,393
| -5% | -$41K | 0.4% | 50 |
|
|
2020
Q1 | $655K | Sell |
63,957
-7,230
| -10% | -$74K | 0.45% | 45 |
|
|
2019
Q4 | $1M | Buy |
71,187
+75
| +0.1% | +$1.05K | 0.54% | 43 |
|
|
2019
Q3 | $928K | Sell |
71,112
-927
| -1% | -$12.1K | 0.58% | 39 |
|
|
2019
Q2 | $929K | Sell |
72,039
-15,729
| -18% | -$203K | 0.55% | 40 |
|
|
2019
Q1 | $1.1M | Buy |
87,768
+9,354
| +12% | +$117K | 0.66% | 35 |
|
|
2018
Q4 | $875K | Buy |
+78,414
| New | +$875K | 0.6% | 36 |
|