PS
Planned Solutions’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,535
| Closed | -$108K | – | 290 |
|
|
2024
Q3 | $108K | Buy |
+1,535
| New | +$108K | 0.04% | 190 |
|
|
2024
Q1 | – | Sell |
-1,535
| Closed | -$93.8K | – | 249 |
|
|
2023
Q4 | $93.8K | Buy |
+1,535
| New | +$93.8K | 0.04% | 195 |
|
|
2021
Q1 | – | Sell |
-1,649
| Closed | -$74K | – | 183 |
|
|
2020
Q4 | $74K | Hold |
1,649
| – | – | 0.06% | 140 |
|
|
2020
Q3 | $63K | Buy |
+1,649
| New | +$63K | 0.06% | 120 |
|