CCG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,541
| Closed | -$287K | – | 74 |
|
|
2019
Q4 | $287K | Hold |
5,541
| – | – | 0.18% | 67 |
|
|
2019
Q3 | $286K | Sell |
5,541
-96
| -2% | -$4.96K | 0.2% | 63 |
|
|
2019
Q2 | $288K | Sell |
5,637
-57
| -1% | -$2.91K | 0.21% | 59 |
|
|
2019
Q1 | $284K | Sell |
5,694
-171
| -3% | -$8.53K | 0.23% | 52 |
|
|
2018
Q4 | $285K | Buy |
+5,865
| New | +$285K | 0.28% | 50 |
|