ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $323K | Sell |
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|
2016
Q4 | $371K | Hold |
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|
2016
Q3 | $353K | Sell |
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|
2016
Q2 | $346K | Buy |
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|
2016
Q1 | $337K | Sell |
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|
2015
Q4 | $342K | Hold |
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|
2015
Q3 | $325K | Buy |
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|
2015
Q2 | $340K | Buy |
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|
2015
Q1 | $310K | Sell |
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|
2014
Q4 | $382K | Buy |
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|
2014
Q3 | $337K | Sell |
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|
2014
Q2 | $362K | Buy |
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|
2014
Q1 | $247K | Buy |
|