Spire 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
2023
Q1
Sell
2022
Q4
$10K Buy
2022
Q3
Sell
2022
Q2
$9K Sell
2022
Q1
$351K Buy
2021
Q4
$351K Buy
2021
Q3
$3K Hold
2021
Q2
$4K Hold
2021
Q1
$3K Buy