OneDigital Investment 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
2019
Q3
Sell
-6,741
Closed -$87K 732
2019
Q2
$87K Hold
6,741
0.01% 475
2019
Q1
$84K Buy
6,741
+558
+9% +$6.95K 0.01% 398
2018
Q4
$69K Buy
+6,183
New +$69K 0.01% 398