RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93
| Closed | -$2K | – | 272 |
|
|
2023
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $1K | Hold |
93
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $2 | Hold |
93
| – | – | ﹤0.01% | 243 |
|
|
2022
Q1 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 258 |
|