TWA
TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52
| Closed | -$2.79K | – | 943 |
|
|
2023
Q1 | $2.79K | Buy |
52
+1
| +2% | +$54 | ﹤0.01% | 1886 |
|
|
2022
Q4 | $2.7K | Hold |
51
| – | – | ﹤0.01% | 1901 |
|
|
2022
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1926 |
|
|
2022
Q2 | $3K | Buy |
51
+1
| +2% | +$59 | ﹤0.01% | 1796 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1998 |
|
|
2019
Q1 | – | Sell |
-1,617
| Closed | -$54K | – | 1435 |
|
|
2018
Q4 | $54K | Buy |
+1,617
| New | +$54K | 0.03% | 297 |
|