Avaii 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
Q3 | $312K | Hold |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $214K | Buy |
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