LEVY WEALTH MANAGEMENT GROUP, LLC – Fidelity Limited Term Bond ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$2.17M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-2.25%
quarter
Fidelity Limited Term Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.60% | 2.01K shares | 48K | $47.6 | 45.73K |
| Q2 2022 | share | Increase | +9.28% | 3.71K shares | 138K | $48.69 | 43.72K |
| Q1 2022 | share | Increase | +0.78% | 309 shares | -65K | $49.77 | 40.01K |
| Q4 2021 | share | Increase | +20.83% | 6.84K shares | 339K | $51.78 | 39.70K |
| Q3 2021 | share | Increase | +6.19% | 1.91K shares | 97K | $52.17 | 32.85K |
| Q2 2021 | share | Increase | +49.41% | 10.23K shares | 537K | $52.17 | 30.94K |
| Q1 2021 | share | Increase | +37.89% | 5.69K shares | 289K | $51.98 | 20.70K |
| Q4 2020 | share | Increase | 0.00% | 15.01K shares | 794K | $52.46 | 15.01K |