Mezzasalma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
144,666
+1,574
| +1% | +$37.7K | 1.04% | 24 |
|
|
2025
Q1 | $3.29M | Buy |
143,092
+1,095
| +0.8% | +$25.2K | 1.14% | 22 |
|
|
2024
Q4 | $3.3M | Sell |
141,997
-4,343
| -3% | -$101K | 1.07% | 21 |
|
|
2024
Q3 | $3.43M | Sell |
146,340
-348
| -0.2% | -$8.16K | 1.35% | 20 |
|
|
2024
Q2 | $3.21M | Buy |
146,688
+64,170
| +78% | +$1.4M | 1.38% | 20 |
|
|
2024
Q1 | $1.82M | Buy |
82,518
+65,517
| +385% | +$1.45M | 0.86% | 24 |
|
|
2023
Q4 | $346K | Buy |
+17,001
| New | +$346K | 0.19% | 62 |
|