J.P. Morgan Private Wealth Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $248K | Buy |
5,180
+21
| +0.4% | +$1.01K | ﹤0.01% | 1557 |
|
|
2023
Q2 | $253K | Buy |
5,159
+22
| +0.4% | +$1.08K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $235K | Sell |
5,137
-10
| -0.2% | -$458 | ﹤0.01% | 1765 |
|
|
2022
Q4 | $226K | Buy |
5,147
+42
| +0.8% | +$1.84K | ﹤0.01% | 1769 |
|
|
2022
Q3 | $204K | Buy |
5,105
+41
| +0.8% | +$1.64K | ﹤0.01% | 1803 |
|
|
2022
Q2 | $218K | Buy |
5,064
+23
| +0.5% | +$990 | ﹤0.01% | 1789 |
|
|
2022
Q1 | $256K | Buy |
5,041
+20
| +0.4% | +$1.02K | ﹤0.01% | 1817 |
|
|
2021
Q4 | $262K | Buy |
+5,021
| New | +$262K | ﹤0.01% | 1800 |
|