KMG Fiduciary Partners’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
2021
Q1
Sell
-7,849
Closed -$401K 174
2020
Q4
$401K Buy
7,849
+1,977
+34% +$101K 0.08% 129
2020
Q3
$300K Buy
+5,872
New +$300K 0.07% 127