Essex Private Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.81M Buy
58,369
+250
+0.4% +$7.74K 4.25% 9
2024
Q2
$1.66M Sell
58,119
-818
-1% -$23.4K 4.22% 9
2024
Q1
$1.72M Buy
58,937
+551
+0.9% +$16.1K 4.87% 9
2023
Q4
$1.57M Buy
+58,386
New +$1.57M 4.89% 9