Clearview Wealth Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-325
| Closed | -$16.3K | – | 287 |
|
|
2023
Q2 | $16.3K | Hold |
325
| – | – | 0.02% | 300 |
|
|
2023
Q1 | $15.4K | Hold |
325
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $15K | Hold |
325
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $14K | Hold |
325
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $14K | Hold |
325
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $16K | Sell |
325
-724
| -69% | -$35.6K | 0.01% | 322 |
|
|
2021
Q4 | $55K | Sell |
1,049
-268
| -20% | -$14.1K | 0.03% | 219 |
|
|
2021
Q3 | $63K | Buy |
1,317
+180
| +16% | +$8.61K | 0.04% | 215 |
|
|
2021
Q2 | $54K | Sell |
1,137
-2,776
| -71% | -$132K | 0.03% | 235 |
|
|
2021
Q1 | $172K | Buy |
3,913
+421
| +12% | +$18.5K | 0.11% | 119 |
|
|
2020
Q4 | $149K | Buy |
+3,492
| New | +$149K | 0.1% | 119 |
|