MSFP
Mark Sheptoff Financial Planning’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
5,610
+26
| +0.5% | +$826 | 0.1% | 94 |
|
|
2025
Q1 | $172K | Buy |
5,584
+26
| +0.5% | +$799 | 0.09% | 90 |
|
|
2024
Q4 | $169K | Buy |
5,558
+26
| +0.5% | +$792 | 0.09% | 99 |
|
|
2024
Q3 | $171K | Sell |
5,532
-357
| -6% | -$11.1K | 0.09% | 98 |
|
|
2024
Q2 | $168K | Buy |
5,889
+15
| +0.3% | +$428 | 0.09% | 102 |
|
|
2024
Q1 | $172K | Sell |
5,874
-187
| -3% | -$5.46K | 0.1% | 105 |
|
|
2023
Q4 | $163K | Buy |
+6,061
| New | +$163K | 0.1% | 101 |
|