Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.65M | Buy |
56,780
+2,340
| +4% | +$109K | 6.25% | 7 |
|
|
2024
Q2 | $2.45M | Buy |
54,440
+5,547
| +11% | +$249K | 6.22% | 6 |
|
|
2024
Q1 | $2.22M | Buy |
48,893
+2,891
| +6% | +$131K | 6.27% | 5 |
|
|
2023
Q4 | $2.12M | Buy |
46,002
+7,521
| +20% | +$346K | 6.61% | 5 |
|
|
2023
Q3 | $1.68M | Buy |
38,481
+11,334
| +42% | +$494K | 5.73% | 8 |
|
|
2023
Q2 | $1.23M | Buy |
27,147
+130
| +0.5% | +$5.91K | 4.24% | 9 |
|
|
2023
Q1 | $1.24M | Buy |
27,017
+2,409
| +10% | +$111K | 4.51% | 9 |
|
|
2022
Q4 | $1.11M | Buy |
24,608
+6,309
| +34% | +$284K | 4.15% | 9 |
|
|
2022
Q3 | $813K | Buy |
+18,299
| New | +$813K | 3.24% | 10 |
|