Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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