LWA
Lineweaver Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$216K | – | 138 |
|
|
2022
Q1 | $216K | Buy |
4,136
+13
| +0.3% | +$679 | 0.06% | 132 |
|
|
2021
Q4 | $231K | Buy |
4,123
+10
| +0.2% | +$560 | 0.07% | 122 |
|
|
2021
Q3 | $204K | Sell |
4,113
-123
| -3% | -$6.1K | 0.06% | 131 |
|
|
2021
Q2 | $209K | Buy |
+4,236
| New | +$209K | 0.07% | 117 |
|
|
2020
Q2 | – | Sell |
-251,910
| Closed | -$7.72M | – | 83 |
|
|
2020
Q1 | $7.72M | Buy |
251,910
+104,002
| +70% | +$3.19M | 4.85% | 5 |
|
|
2019
Q4 | $5.58M | Buy |
+147,908
| New | +$5.58M | 3.15% | 10 |
|