Avantax Advisory Services’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
8,857
+1,356
| +18% | +$66.3K | ﹤0.01% | 1672 |
|
|
2025
Q1 | $326K | Buy |
7,501
+1,823
| +32% | +$79.3K | ﹤0.01% | 1776 |
|
|
2024
Q4 | $261K | Buy |
+5,678
| New | +$261K | ﹤0.01% | 1878 |
|
|
2022
Q3 | – | Sell |
-12,058
| Closed | -$323K | – | 1392 |
|
|
2022
Q2 | $323K | Buy |
12,058
+3,107
| +35% | +$83.2K | ﹤0.01% | 978 |
|
|
2022
Q1 | $270K | Buy |
+8,951
| New | +$270K | ﹤0.01% | 1053 |
|