OPES WEALTH MANAGEMENT LLC – Fidelity Total Bond ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$4.68M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.51%
quarter
Fidelity Total Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +60.93% | 39.88K shares | 1.63M | $44.43 | 105.33K |
| Q2 2022 | share | Decrease | -35.07% | -35.35K shares | -1.97M | $46.53 | 65.45K |
| Q1 2022 | share | Increase | +0.51% | 510 shares | -300K | $49.77 | 100.80K |
| Q4 2021 | share | Increase | +10.76% | 9.74K shares | 506K | $52.99 | 100.29K |
| Q3 2021 | share | Increase | +21.46% | 16K shares | 836K | $52.98 | 90.54K |
| Q2 2021 | share | Increase | +3.58% | 2.57K shares | 203K | $52.93 | 74.54K |
| Q1 2021 | share | Increase | +12.49% | 7.98K shares | 306K | $51.76 | 71.96K |
| Q4 2020 | share | Increase | +11.66% | 6.68K shares | 335K | $53.33 | 63.98K |
| Q3 2020 | share | Increase | +25.62% | 11.68K shares | 671K | $52.45 | 57.3K |
| Q2 2020 | share | Increase | +5.25% | 2.27K shares | 217K | $51.45 | 45.61K |
| Q1 2020 | share | Increase | 0.00% | 43.33K shares | 2.24M | $49.07 | 43.33K |