Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,754
| Closed | -$287K | – | 119 |
|
|
2023
Q2 | $287K | Hold |
5,754
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $286K | Hold |
5,754
| – | – | 0.13% | 108 |
|
|
2022
Q4 | $285K | Hold |
5,754
| – | – | 0.14% | 108 |
|
|
2022
Q3 | $284K | Hold |
5,754
| – | – | 0.14% | 101 |
|
|
2022
Q2 | $285K | Hold |
5,754
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $289K | Hold |
5,754
| – | – | 0.15% | 103 |
|
|
2021
Q4 | $292K | Buy |
+5,754
| New | +$292K | 0.14% | 105 |
|
|
2021
Q2 | $292K | Hold |
5,754
| – | – | 0.15% | 95 |
|
|
2021
Q1 | $292K | Buy |
+5,754
| New | +$292K | 0.18% | 92 |
|