Aveo Capital Partners’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
Q1 | – | Sell |
-45,878
| Closed | -$2.2M | – | 353 |
|
2022
Q4 | $2.2M | Buy |
+45,878
| New | +$2.2M | 0.33% | 71 |
|
2021
Q3 | – | Sell |
-91,995
| Closed | -$4.82M | – | 263 |
|
2021
Q2 | $4.82M | Buy |
91,995
+79,353
| +628% | +$4.16M | 1.06% | 19 |
|
2021
Q1 | $661K | Buy |
+12,642
| New | +$661K | 0.17% | 116 |
|
2018
Q4 | – | Sell |
-51,034
| Closed | -$2.51M | – | 135 |
|
2018
Q3 | $2.51M | Buy |
+51,034
| New | +$2.51M | 1.12% | 21 |
|
2018
Q2 | – | Sell |
-42,127
| Closed | -$2.09M | – | 146 |
|
2018
Q1 | $2.09M | Buy |
+42,127
| New | +$2.09M | 0.87% | 30 |
|
2017
Q1 | – | Sell |
-27,837
| Closed | -$1.39M | – | 163 |
|
2016
Q4 | $1.39M | Buy |
+27,837
| New | +$1.39M | 0.4% | 44 |
|