Financial Synergies Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-39
Closed -$1.91K 206
2024
Q1
$1.91K Buy
+39
New +$1.91K ﹤0.01% 334
2023
Q4
Sell
-32
Closed -$1.63K 498
2023
Q3
$1.63K Hold
32
﹤0.01% 324
2023
Q2
$1.63K Buy
+32
New +$1.63K ﹤0.01% 311