Kelly Financial Services’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
Q3
Sell
-876
Closed -$19.1K 318
2024
Q2
$19.1K Buy
876
+561
+178% +$12.3K 0.01% 335
2024
Q1
$6.96K Hold
315
﹤0.01% 464
2023
Q4
$6.42K Buy
+315
New +$6.42K ﹤0.01% 446