LWA
Lineweaver Wealth Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-156,023
| Closed | -$6.99M | – | 126 |
|
|
2021
Q1 | $6.99M | Sell |
156,023
-1,179
| -0.7% | -$52.8K | 2.48% | 11 |
|
|
2020
Q4 | $6.38M | Buy |
157,202
+40,115
| +34% | +$1.63M | 2.5% | 10 |
|
|
2020
Q3 | $4.17M | Buy |
117,087
+1,034
| +0.9% | +$36.8K | 1.86% | 18 |
|
|
2020
Q2 | $3.91M | Buy |
+116,053
| New | +$3.91M | 1.99% | 17 |
|