Birchcreek Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,973	Closed	-$697K	–	134
2024 Q2	$697K	Buy	13,973 +5,268	+61%	+$263K	0.39%	60
2024 Q1	$435K	Sell	8,705 -1,100	-11%	-$55K	0.23%	91
2023 Q4	$489K	Sell	9,805 -648	-6%	-$32.3K	0.29%	78
2023 Q3	$518K	Buy	+10,453	New	+$518K	0.35%	72