BWM
FDLO icon

Birchcreek Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,626
Closed -$260K 158
2024
Q1
$260K Buy
4,626
+253
+6% +$14.2K 0.14% 127
2023
Q4
$232K Buy
+4,373
New +$232K 0.14% 123