Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
115,078
+15,781
| +16% | +$790K | 3.24% | 7 |
|
|
2025
Q1 | $4.98M | Buy |
99,297
+18,136
| +22% | +$909K | 2.13% | 12 |
|
|
2024
Q4 | $4.05M | Buy |
81,161
+1,365
| +2% | +$68.2K | 2.35% | 12 |
|
|
2024
Q3 | $4.01M | Buy |
79,796
+2,072
| +3% | +$104K | 2.39% | 11 |
|
|
2024
Q2 | $3.88M | Buy |
77,724
+16,285
| +27% | +$813K | 2.64% | 8 |
|
|
2024
Q1 | $3.07M | Buy |
61,439
+29,758
| +94% | +$1.49M | 2.13% | 10 |
|
|
2023
Q4 | $1.58M | Buy |
+31,681
| New | +$1.58M | 1.13% | 22 |
|