Tiller Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $835K | Sell |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.36M | Hold |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $2.15M | Sell |
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|
2018
Q3 | $2.74M | Sell |
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|
2018
Q2 | $2.61M | Sell |
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|
2018
Q1 | $3.58M | Sell |
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|
2017
Q4 | $5.31M | Sell |
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|
2017
Q3 | $5.58M | Sell |
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|
2017
Q2 | $5.62M | Sell |
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|
2017
Q1 | $5.66M | Sell |
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|
2016
Q4 | $5.54M | Sell |
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|
2016
Q3 | $5.56M | Sell |
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|
2016
Q2 | $5.79M | Sell |
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|
2016
Q1 | $5.9M | Buy |
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|
2015
Q4 | $5.55M | Buy |
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