Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $965K | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.37M | Buy |
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