BFA
BMS Financial Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $364K | Sell |
7,533
-31,958
| -81% | -$1.55M | 0.24% | 76 |
|
|
2023
Q1 | $1.76M | Buy |
+39,491
| New | +$1.76M | 1.22% | 14 |
|
|
2022
Q4 | – | Sell |
-63,197
| Closed | -$2.6M | – | 98 |
|
|
2022
Q3 | $2.6M | Buy |
+63,197
| New | +$2.6M | 1.82% | 10 |
|
|
2022
Q2 | – | Sell |
-25,060
| Closed | -$1.28M | – | 97 |
|
|
2022
Q1 | $1.28M | Buy |
+25,060
| New | +$1.28M | 0.81% | 22 |
|