Lineweaver Wealth Advisors’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
Q3 | – | Sell |
-7,029
| Closed | -$357K | – | 140 |
|
|
2021
Q2 | $357K | Buy |
7,029
+8
| +0.1% | +$406 | 0.12% | 88 |
|
|
2021
Q1 | $356K | Sell |
7,021
-391
| -5% | -$19.8K | 0.13% | 81 |
|
|
2020
Q4 | $378K | Sell |
7,412
-45,636
| -86% | -$2.33M | 0.15% | 64 |
|
|
2020
Q3 | $2.71M | Buy |
53,048
+1,277
| +2% | +$65.2K | 1.21% | 21 |
|
|
2020
Q2 | $2.63M | Sell |
51,771
-14,345
| -22% | -$730K | 1.34% | 20 |
|
|
2020
Q1 | $3.24M | Buy |
66,116
+677
| +1% | +$33.1K | 2.03% | 18 |
|
|
2019
Q4 | $3.31M | Buy |
+65,439
| New | +$3.31M | 1.87% | 18 |
|