BFA
BMS Financial Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,095
| Closed | -$717K | – | 119 |
|
|
2023
Q1 | $717K | Buy |
+15,095
| New | +$717K | 0.5% | 37 |
|
|
2022
Q4 | – | Sell |
-24,540
| Closed | -$1.03M | – | 97 |
|
|
2022
Q3 | $1.03M | Buy |
+24,540
| New | +$1.03M | 0.72% | 19 |
|
|
2022
Q2 | – | Sell |
-10,054
| Closed | -$503K | – | 96 |
|
|
2022
Q1 | $503K | Buy |
+10,054
| New | +$503K | 0.32% | 65 |
|