EverSource Wealth Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.2K | Sell |
919
-2,053
| -69% | -$65.2K | ﹤0.01% | 1990 |
|
2025
Q1 | $91.4K | Buy |
2,972
+849
| +40% | +$26.1K | 0.01% | 941 |
|
2024
Q4 | $64.7K | Hold |
2,123
| – | – | ﹤0.01% | 1071 |
|
2024
Q3 | $65.7K | Sell |
2,123
-3,801
| -64% | -$118K | ﹤0.01% | 949 |
|
2024
Q2 | $177K | Sell |
5,924
-22
| -0.4% | -$657 | 0.01% | 601 |
|
2024
Q1 | $166K | Buy |
+5,946
| New | +$166K | 0.01% | 551 |
|