Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
4,928
-18
| -0.4% | -$1.13K | 0.02% | 559 |
|
|
2025
Q1 | $300K | Sell |
4,946
-53
| -1% | -$3.21K | 0.03% | 546 |
|
|
2024
Q4 | $303K | Sell |
4,999
-891
| -15% | -$54K | 0.02% | 601 |
|
|
2024
Q3 | $361K | Buy |
5,890
+59
| +1% | +$3.62K | 0.03% | 532 |
|
|
2024
Q2 | $333K | Buy |
+5,831
| New | +$333K | 0.03% | 490 |
|
|
2024
Q1 | – | Sell |
-6,817
| Closed | -$361K | – | 644 |
|
|
2023
Q4 | $361K | Buy |
+6,817
| New | +$361K | 0.04% | 418 |
|