Cardinal Point Wealth Management Partners’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.33M | Buy |
28,850
+6,130
| +27% | +$283K | 0.4% | 23 |
|
|
2022
Q4 | $1.03M | Buy |
22,720
+12,780
| +129% | +$577K | 0.35% | 24 |
|
|
2022
Q3 | $441K | Sell |
9,940
-4,660
| -32% | -$207K | 0.21% | 33 |
|
|
2022
Q2 | $681K | Sell |
14,600
-4,100
| -22% | -$191K | 0.33% | 28 |
|
|
2022
Q1 | $932K | Buy |
18,700
+2,125
| +13% | +$106K | 0.42% | 23 |
|
|
2021
Q4 | $880K | Buy |
+16,575
| New | +$880K | 0.38% | 22 |
|