Exencial Wealth Advisors’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
Q4
Sell
-4,950
Closed -$216K 476
2023
Q3
$216K Hold
4,950
0.01% 400
2023
Q2
$225K Buy
+4,950
New +$225K 0.01% 407