Spire Wealth Management’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
Q1 | – | Sell |
-552
| Closed | -$10K | – | 2513 |
|
|
2022
Q4 | $10K | Buy |
+552
| New | +$10K | ﹤0.01% | 1604 |
|
|
2022
Q3 | – | Sell |
-546
| Closed | -$9K | – | 2322 |
|
|
2022
Q2 | $9K | Sell |
546
-17,676
| -97% | -$291K | ﹤0.01% | 1946 |
|
|
2022
Q1 | $351K | Buy |
18,222
+69
| +0.4% | +$1.33K | 0.01% | 677 |
|
|
2021
Q4 | $351K | Buy |
18,153
+17,958
| +9,209% | +$347K | 0.01% | 836 |
|
|
2021
Q3 | $3K | Hold |
195
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q2 | $4K | Hold |
195
| – | – | ﹤0.01% | 2358 |
|
|
2021
Q1 | $3K | Buy |
+195
| New | +$3K | ﹤0.01% | 2748 |
|