Lineweaver Wealth Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-120,019
| Closed | -$6.07M | – | 137 |
|
|
2022
Q1 | $6.07M | Buy |
120,019
+2,109
| +2% | +$107K | 1.73% | 12 |
|
|
2021
Q4 | $6.49M | Sell |
117,910
-3,586
| -3% | -$197K | 1.87% | 11 |
|
|
2021
Q3 | $6.73M | Buy |
121,496
+454
| +0.4% | +$25.1K | 2.05% | 12 |
|
|
2021
Q2 | $6.74M | Sell |
121,042
-220,465
| -65% | -$12.3M | 2.21% | 12 |
|
|
2021
Q1 | $18.5M | Sell |
341,507
-36,750
| -10% | -$1.99M | 6.57% | 3 |
|
|
2020
Q4 | $21.7M | Buy |
378,257
+1,717
| +0.5% | +$98.3K | 8.49% | 3 |
|
|
2020
Q3 | $21.1M | Buy |
376,540
+36,905
| +11% | +$2.06M | 9.41% | 1 |
|
|
2020
Q2 | $18.8M | Buy |
339,635
+237,680
| +233% | +$13.2M | 9.57% | 1 |
|
|
2020
Q1 | $5.11M | Sell |
101,955
-22,210
| -18% | -$1.11M | 3.21% | 8 |
|
|
2019
Q4 | $6.58M | Buy |
+124,165
| New | +$6.58M | 3.72% | 7 |
|