Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $293K | Sell |
20,931
-1,086
| -5% | -$15.2K | ﹤0.01% | 2222 |
|
|
2019
Q3 | $287K | Buy |
22,017
+666
| +3% | +$8.68K | ﹤0.01% | 2204 |
|
|
2019
Q2 | $276K | Sell |
21,351
-28,302
| -57% | -$366K | ﹤0.01% | 2222 |
|
|
2019
Q1 | $622K | Buy |
49,653
+29,352
| +145% | +$368K | ﹤0.01% | 1524 |
|
|
2018
Q4 | $227K | Buy |
20,301
+567
| +3% | +$6.34K | ﹤0.01% | 2149 |
|
|
2018
Q3 | $261K | Buy |
19,734
+6,171
| +45% | +$81.6K | ﹤0.01% | 2097 |
|
|
2018
Q2 | $163K | Hold |
13,563
| – | – | ﹤0.01% | 2395 |
|
|
2018
Q1 | $163K | Buy |
13,563
+3,657
| +37% | +$44K | ﹤0.01% | 2395 |
|
|
2017
Q4 | $123K | Buy |
9,906
+1,209
| +14% | +$15K | ﹤0.01% | 2566 |
|
|
2017
Q3 | $102K | Buy |
8,697
+4,551
| +110% | +$53.4K | ﹤0.01% | 2587 |
|
|
2017
Q2 | $47K | Buy |
4,146
+2,109
| +104% | +$23.9K | ﹤0.01% | 3070 |
|
|
2017
Q1 | $23K | Buy |
+2,037
| New | +$23K | ﹤0.01% | 3461 |
|