Broadview Financial Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Sell |
31,394
-2,210
| -7% | -$76.2K | 0.74% | 25 |
|
2025
Q1 | $1.05M | Sell |
33,604
-152
| -0.5% | -$4.74K | 0.78% | 23 |
|
2024
Q4 | $1.11M | Sell |
33,756
-1,921
| -5% | -$63.3K | 0.8% | 25 |
|
2024
Q3 | $1.14M | Sell |
35,677
-233
| -0.6% | -$7.48K | 0.77% | 25 |
|
2024
Q2 | $1.1M | Buy |
35,910
+3,488
| +11% | +$107K | 0.8% | 25 |
|
2024
Q1 | $956K | Buy |
32,422
+2,053
| +7% | +$60.6K | 0.7% | 25 |
|
2023
Q4 | $807K | Buy |
+30,369
| New | +$807K | 0.62% | 27 |
|