Wealth Management Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,933
| Closed | -$291K | – | 37 |
|
|
2024
Q1 | $291K | Sell |
5,933
-610
| -9% | -$29.9K | 0.13% | 36 |
|
|
2023
Q4 | $322K | Sell |
6,543
-11,506
| -64% | -$566K | 0.15% | 34 |
|
|
2023
Q3 | $863K | Sell |
18,049
-1,435
| -7% | -$68.6K | 0.42% | 26 |
|
|
2023
Q2 | $935K | Buy |
19,484
+865
| +5% | +$41.5K | 0.54% | 23 |
|
|
2023
Q1 | $902K | Sell |
18,619
-55
| -0.3% | -$2.67K | 0.56% | 22 |
|
|
2022
Q4 | $896K | Buy |
18,674
+180
| +1% | +$8.64K | 0.58% | 21 |
|
|
2022
Q3 | $880K | Sell |
18,494
-91
| -0.5% | -$4.33K | 0.59% | 22 |
|
|
2022
Q2 | $9.05M | Sell |
18,585
-11,051
| -37% | -$5.38M | 5.57% | 6 |
|
|
2022
Q1 | $1.48M | Sell |
29,636
-9,485
| -24% | -$472K | 1.02% | 18 |
|
|
2021
Q4 | $2.03M | Buy |
+39,121
| New | +$2.03M | 1.3% | 18 |
|