SPA
Shore Point Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.88M | Buy |
63,001
+71
| +0.1% | +$3.25K | 1.38% | 15 |
|
2025
Q1 | $2.87M | Buy |
62,930
+2,654
| +4% | +$121K | 1.52% | 15 |
|
2024
Q4 | $2.7M | Sell |
60,276
-1,622
| -3% | -$72.8K | 1.45% | 15 |
|
2024
Q3 | $2.89M | Buy |
61,898
+3,634
| +6% | +$170K | 1.55% | 13 |
|
2024
Q2 | $2.62M | Sell |
58,264
-30,517
| -34% | -$1.37M | 1.49% | 14 |
|
2024
Q1 | $4.02M | Buy |
88,781
+4,021
| +5% | +$182K | 2.3% | 13 |
|
2023
Q4 | $3.9M | Buy |
84,760
+7,748
| +10% | +$357K | 2.42% | 12 |
|
2023
Q3 | $3.35M | Buy |
77,012
+2,911
| +4% | +$127K | 2.43% | 13 |
|
2023
Q2 | $3.37M | Buy |
74,101
+3,530
| +5% | +$160K | 2.4% | 14 |
|
2023
Q1 | $3.25M | Buy |
70,571
+22,770
| +48% | +$1.05M | 2.46% | 13 |
|
2022
Q4 | $2.15M | Buy |
+47,801
| New | +$2.15M | 1.77% | 14 |
|