Lee Financial’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
Q1 | – | Sell |
-2,445
| Closed | -$49.8K | – | 408 |
|
|
2023
Q4 | $49.8K | Hold |
2,445
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $44.9K | Hold |
2,445
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $46.2K | Hold |
2,445
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $44.1K | Hold |
2,445
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $42.9K | Hold |
2,445
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $38K | Hold |
2,445
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $41K | Hold |
2,445
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $47K | Hold |
2,445
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $47K | Hold |
2,445
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $44K | Hold |
2,445
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $44K | Hold |
2,445
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $42K | Hold |
2,445
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $37K | Hold |
2,445
| – | – | 0.01% | 229 |
|
|
2020
Q3 | $31K | Hold |
2,445
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $30K | Hold |
2,445
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $25K | Hold |
2,445
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $34K | Hold |
2,445
| – | – | 0.01% | 213 |
|
|
2019
Q3 | $32K | Hold |
2,445
| – | – | 0.01% | 219 |
|
|
2019
Q2 | $32K | Hold |
2,445
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $31K | Hold |
2,445
| – | – | 0.01% | 216 |
|
|
2018
Q4 | $27K | Hold |
2,445
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $32K | Buy |
+2,445
| New | +$32K | 0.01% | 217 |
|