Windsor Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.5M | Buy |
333,692
+47,126
| +16% | +$2.05M | 2.66% | 10 |
|
|
2023
Q2 | $13M | Buy |
286,566
+48,203
| +20% | +$2.19M | 2.34% | 12 |
|
|
2023
Q1 | $11M | Buy |
238,363
+102,250
| +75% | +$4.72M | 2.13% | 12 |
|
|
2022
Q4 | $6.25M | Buy |
136,113
+86,112
| +172% | +$3.95M | 1.29% | 23 |
|
|
2022
Q3 | $2.22M | Buy |
50,001
+15,093
| +43% | +$670K | 0.55% | 36 |
|
|
2022
Q2 | $1.63M | Buy |
+34,908
| New | +$1.63M | 0.42% | 40 |
|