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SeaCrest Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

SeaCrest Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$24K – 920
2022
Q2 		$24K Buy
+500
New +$24.5K ﹤0.01% 1419

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UBS Group
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Mercer Global Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

SeaCrest Wealth Management's FLTB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2022, closing a stake of 500 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in FLTB in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 52 funds tracked by Wall St. Rank hold FLTB as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 500 Fidelity Limited Term Bond ETF shares in Q3 2022, an estimated $24K.
  • SeaCrest Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Fidelity Limited Term Bond ETF position peaked at $24K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.