Atria Wealth Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,960
Closed -$572K 1951
2023
Q3
$572K Sell
11,960
-8,135
-40% -$389K 0.01% 1066
2023
Q2
$967K Buy
20,095
+11,745
+141% +$565K 0.01% 842
2023
Q1
$405K Buy
8,350
+3,693
+79% +$179K 0.01% 1253
2022
Q4
$224K Buy
+4,657
New +$224K ﹤0.01% 1530