AllSquare Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $496K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $766K | Hold |
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|
2020
Q2 | $708K | Hold |
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|
2020
Q1 | $604K | Hold |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $333K | Buy |
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