Executive Wealth Management’s Fidelity Value Factor ETF FVAL Stock Holding History

Executive Wealth Management’s Portfolio FVAL Stock Details FVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$730K	Sell
2024 Q3	$831K	Buy
2024 Q2	–	Sell
2024 Q1	$780K	Buy
2023 Q4	$689K	Sell
2023 Q3	$646K	Buy