GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,007
| Closed | -$246K | – | 1824 |
|
|
2024
Q3 | $246K | Buy |
+4,007
| New | +$246K | 0.01% | 655 |
|
|
2022
Q2 | – | Sell |
-257,332
| Closed | -$12.9M | – | 346 |
|
|
2022
Q1 | $12.9M | Buy |
+257,332
| New | +$12.9M | 1.13% | 20 |
|
|
2021
Q4 | – | Sell |
-35,960
| Closed | -$1.71M | – | 390 |
|
|
2021
Q3 | $1.71M | Buy |
+35,960
| New | +$1.71M | 0.14% | 123 |
|