GWM
GSB Wealth Management’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 | – | Sell |
-7,407
| Closed | -$228K | – | 245 |
|
|
2025
Q1 | $228K | Buy |
7,407
+35
| +0.5% | +$1.08K | 0.06% | 198 |
|
|
2024
Q4 | $225K | Sell |
7,372
-1,366
| -16% | -$41.6K | 0.06% | 205 |
|
|
2024
Q3 | $271K | Buy |
8,738
+39
| +0.4% | +$1.21K | 0.07% | 189 |
|
|
2024
Q2 | $248K | Buy |
8,699
+22
| +0.3% | +$628 | 0.07% | 195 |
|
|
2024
Q1 | $253K | Buy |
8,677
+83
| +1% | +$2.42K | 0.07% | 189 |
|
|
2023
Q4 | $231K | Buy |
+8,594
| New | +$231K | 0.07% | 193 |
|