United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,383
| Closed | -$209K | – | 1066 |
|
|
2022
Q3 | $209K | Buy |
+4,383
| New | +$209K | ﹤0.01% | 1013 |
|
|
2022
Q1 | – | Sell |
-3,980
| Closed | -$206K | – | 1175 |
|
|
2021
Q4 | $206K | Hold |
3,980
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q3 | $208K | Hold |
3,980
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q2 | $208K | Hold |
3,980
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q1 | $208K | Hold |
3,980
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q4 | $210K | Hold |
3,980
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q3 | $209K | Hold |
3,980
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q2 | $208K | Buy |
+3,980
| New | +$208K | ﹤0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-3,980
| Closed | -$203K | – | 1241 |
|
|
2019
Q4 | $203K | Hold |
3,980
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q3 | $203K | Buy |
+3,980
| New | +$203K | ﹤0.01% | 1181 |
|