Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 260 |
|
|
2021
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 267 |
|
|
2020
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 181 |
|
|
2019
Q4 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 398 |
|
|
2019
Q2 | $41K | Hold |
806
| – | – | 0.01% | 166 |
|
|
2019
Q1 | $41K | Sell |
806
-33,388
| -98% | -$1.7M | 0.01% | 166 |
|
|
2018
Q4 | $1.66M | Buy |
+34,194
| New | +$1.66M | 0.62% | 35 |
|