MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $400K | Hold |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $386K | Hold |
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|
2018
Q1 | $374K | Hold |
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|
2017
Q4 | $385K | Hold |
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|
2017
Q3 | $362K | Hold |
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|
2017
Q2 | $348K | Hold |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $336K | Hold |
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|
2016
Q3 | $320K | Hold |
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|
2016
Q2 | $310K | Buy |
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