Perigon Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-349
| Closed | -$17K | – | 370 |
|
2018
Q1 | $17K | Hold |
349
| – | – | 0.01% | 458 |
|
2017
Q4 | $18K | Hold |
349
| – | – | 0.01% | 421 |
|
2017
Q3 | $18K | Hold |
349
| – | – | 0.01% | 458 |
|
2017
Q2 | $18K | Hold |
349
| – | – | ﹤0.01% | 456 |
|
2017
Q1 | $18K | Buy |
+349
| New | +$18K | ﹤0.01% | 478 |
|