FBKWX
Fidelity Advisor Total Bond CL Z C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
Total trades
6
Buys
3
Sells
3
Politicians
3
Est. volume
~$339K
D / R split
0 / 6
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
Who traded FBKWX
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Scott Scott Franklin Rhouse· FL18· Spouse | FBKWX Fidelity Advisor Total Bond CL Z C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. | ▲ Buy | $1,001 - $15,000 | Aug 7, 2024 | May 19, 2025 1y ago285d lag |
| C. Scott Franklin Rhouse· FL18 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z L : US D : 23,545.786 SHARES OF FBKWX @ $9.61 | ▲ Buy | $100,001+ | Aug 7, 2024 | Aug 16, 2024 2y ago9d lag |
| C. Scott Franklin Rhouse· FL18 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z L : US D : 2,729.145 SHARES OF FBKWZ @ $9.71 | ▲ Buy | $15,001+ | Aug 2, 2024 | Aug 16, 2024 2y ago14d lag |
| Scott Franklin Rhouse· FL15· Spouse | FBKWX Fidelity Advisor Total Bond CL Z D : Sold 925.633 shares at $9.61 | ▼ Sell | $1,001 - $15,000 | Sep 9, 2022 | Sep 30, 2022 4y ago21d lag |
| Scott Franklin Rhouse· FL15 | FBKWX Fidelity Advisor Total Bond CL Z D : Sold 2,290.102 shares at $9.60 | ▼ Sell | $15,001 - $50,000 | Sep 8, 2022 | Sep 30, 2022 4y ago22d lag |
| Scott Franklin Rhouse· FL15 | FBKWX Fidelity Advisor Total Bond CL Z D : Sold 18,669.832 shares at $9.60 | ▼ Sell | $100,001 - $250,000 | Sep 8, 2022 | Sep 30, 2022 4y ago22d lag |