WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $220K | Buy |
4,355
+351
| +9% | +$17.7K | 0.05% | 349 |
|
|
2017
Q1 | $201K | Buy |
4,004
+1
| +0% | +$50 | 0.05% | 334 |
|
|
2016
Q4 | $200K | Hold |
4,003
| – | – | 0.05% | 382 |
|
|
2016
Q3 | $204K | Sell |
4,003
-400
| -9% | -$20.4K | 0.05% | 368 |
|
|
2016
Q2 | $224K | Buy |
4,403
+1
| +0% | +$51 | 0.06% | 307 |
|
|
2016
Q1 | $222K | Hold |
4,402
| – | – | 0.06% | 276 |
|
|
2015
Q4 | $219K | Buy |
4,402
+1
| +0% | +$50 | 0.07% | 271 |
|
|
2015
Q3 | $221K | Sell |
4,401
-500
| -10% | -$25.1K | 0.07% | 269 |
|
|
2015
Q2 | $247K | Hold |
4,901
| – | – | 0.07% | 284 |
|
|
2015
Q1 | $247K | Buy |
4,901
+301
| +7% | +$15.2K | 0.07% | 296 |
|
|
2014
Q4 | $230K | Buy |
+4,600
| New | +$230K | 0.05% | 385 |
|