AE Wealth Management’s Fidelity Value Factor ETF FVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $5.49M | Buy |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $1.09M | Buy |
|