BWA
Beam Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,576
| Closed | -$1.8M | – | 104 |
|
|
2022
Q3 | $1.8M | Buy |
40,576
+12,890
| +47% | +$573K | 2.01% | 13 |
|
|
2022
Q2 | $1.29M | Buy |
+27,686
| New | +$1.29M | 1.43% | 25 |
|
|
2020
Q2 | – | Sell |
-5,995
| Closed | -$310K | – | 139 |
|
|
2020
Q1 | $310K | Sell |
5,995
-16,514
| -73% | -$854K | 0.31% | 103 |
|
|
2019
Q4 | $1.17M | Buy |
+22,509
| New | +$1.17M | 1.09% | 24 |
|