Carson Wealth (CWM LLC)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32
| Closed | -$2K | – | 4982 |
|
|
2024
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 4384 |
|
|
2024
Q2 | – | Sell |
-1,250
| Closed | -$62K | – | 4691 |
|
|
2024
Q1 | $62K | Buy |
+1,250
| New | +$62K | ﹤0.01% | 2154 |
|
|
2022
Q3 | – | Sell |
-496
| Closed | -$25K | – | 3973 |
|
|
2022
Q2 | $25K | Hold |
496
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q1 | $25K | Buy |
+496
| New | +$25K | ﹤0.01% | 1940 |
|