Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $447K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $49K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $52K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $47K | Buy |
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