YWS
Yarger Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,522
| Closed | -$539K | – | 94 |
|
|
2024
Q3 | $539K | Buy |
11,522
+67
| +0.6% | +$3.13K | 0.3% | 49 |
|
|
2024
Q2 | $515K | Buy |
11,455
+66
| +0.6% | +$2.97K | 0.31% | 48 |
|
|
2024
Q1 | $516K | Buy |
11,389
+63
| +0.6% | +$2.86K | 0.35% | 46 |
|
|
2023
Q4 | $521K | Buy |
11,326
+62
| +0.6% | +$2.85K | 0.42% | 39 |
|
|
2023
Q3 | $491K | Buy |
11,264
+61
| +0.5% | +$2.66K | 0.42% | 39 |
|
|
2023
Q2 | $509K | Sell |
11,203
-56,272
| -83% | -$2.56M | 0.46% | 38 |
|
|
2023
Q1 | $3.1M | Buy |
+67,475
| New | +$3.1M | 3.4% | 11 |
|