Keystone Wealth Services’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
Q1
Sell
-6,784
Closed -$359K 224
2023
Q4
$359K Sell
6,784
-10,137
-60% -$537K 0.12% 151
2023
Q3
$823K Buy
+16,921
New +$823K 0.31% 81