Wealthspire Advisors (Maryland)’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
Q3 | – | Sell |
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|
2020
Q2 | $827K | Buy |
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|
2020
Q1 | $694K | Sell |
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|
2019
Q4 | $974K | Buy |
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|
2019
Q3 | $885K | Hold |
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|
2019
Q2 | $875K | Hold |
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|
2019
Q1 | $850K | Hold |
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|
2018
Q4 | $757K | Hold |
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|
2018
Q3 | $894K | Hold |
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|
2018
Q2 | $845K | Hold |
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|
2018
Q1 | $819K | Hold |
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|
2017
Q4 | $843K | Hold |
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|
2017
Q3 | $793K | Hold |
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|
2017
Q2 | $763K | Hold |
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|
2017
Q1 | $762K | Hold |
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|
2016
Q4 | $736K | Sell |
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|
2016
Q3 | $702K | Hold |
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|
2016
Q2 | $680K | Buy |
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|
2016
Q1 | $664K | Hold |
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|
2015
Q4 | $645K | Buy |
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