Charter Oak Capital Management’s Fidelity Women's Leadership ETF FDWM Stock Holding History

Charter Oak Capital Management’s Portfolio FDWM Stock Details FDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3	Closed	–	–	872
2021 Q3	$0	Hold	3	–	–	﹤0.01%	839
2021 Q2	$0	Buy	+3	New	+$60	﹤0.01%	831

Other funds holding FDWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charter Oak Capital Management's FDWM Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Fidelity Women's Leadership ETF (FDWM) in Q4 2021, closing a stake of 3 shares.

Charter Oak Capital Management first reported a position in FDWM in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 2 funds tracked by Wall St. Rank hold FDWM as of Q4 2021.

Charter Oak Capital Management reported no remaining Fidelity Women's Leadership ETF position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 3 Fidelity Women's Leadership ETF shares in Q4 2021.
Charter Oak Capital Management first reported a position in Fidelity Women's Leadership ETF in Q2 2021 and held it in 2 quarters.
Charter Oak Capital Management's Fidelity Women's Leadership ETF position peaked at $0 in Q3 2021.
2 funds tracked by Wall St. Rank held Fidelity Women's Leadership ETF as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.