Marks Group 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
Q3 | – | Sell |
-204,283
| Closed | -$9.51M | – | 284 |
|
|
2022
Q2 | $9.51M | Sell |
204,283
-3,891
| -2% | -$181K | 1.37% | 5 |
|
|
2022
Q1 | $10.4M | Buy |
208,174
+12,374
| +6% | +$616K | 1.3% | 7 |
|
|
2021
Q4 | $10.4M | Buy |
195,800
+5,895
| +3% | +$312K | 1.26% | 8 |
|
|
2021
Q3 | $10.1M | Buy |
189,905
+6,083
| +3% | +$323K | 1.36% | 8 |
|
|
2021
Q2 | $9.8M | Buy |
183,822
+17,084
| +10% | +$911K | 1.35% | 8 |
|
|
2021
Q1 | $8.73M | Buy |
166,738
+24,694
| +17% | +$1.29M | 1.29% | 11 |
|
|
2020
Q4 | $7.71M | Buy |
142,044
+132,949
| +1,462% | +$7.21M | 1.2% | 10 |
|
|
2020
Q3 | $497K | Buy |
+9,095
| New | +$497K | 0.09% | 171 |
|