APWM
Atlas Private Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.93M | Buy |
86,791
+33,034
| +61% | +$1.5M | 1.65% | 16 |
|
|
2023
Q4 | $2.47M | Buy |
53,757
+6,471
| +14% | +$298K | 1.16% | 26 |
|
|
2023
Q3 | $2.06M | Buy |
47,286
+7,986
| +20% | +$348K | 1.11% | 26 |
|
|
2023
Q2 | $1.78M | Buy |
39,300
+11,794
| +43% | +$536K | 0.94% | 34 |
|
|
2023
Q1 | $1.27M | Buy |
+27,506
| New | +$1.27M | 0.76% | 43 |
|
|
2021
Q2 | – | Sell |
-2,621
| Closed | -$137K | – | 197 |
|
|
2021
Q1 | $137K | Hold |
2,621
| – | – | 0.09% | 138 |
|
|
2020
Q4 | $142K | Hold |
2,621
| – | – | 0.1% | 135 |
|
|
2020
Q3 | $143K | Hold |
2,621
| – | – | 0.11% | 123 |
|
|
2020
Q2 | $141K | Hold |
2,621
| – | – | 0.11% | 126 |
|
|
2020
Q1 | $136K | Hold |
2,621
| – | – | 0.13% | 126 |
|
|
2019
Q4 | $136K | Buy |
+2,621
| New | +$136K | 0.1% | 146 |
|