Modera Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $341K | Hold |
10,730
| – | – | ﹤0.01% | 512 |
|
2025
Q1 | $330K | Hold |
10,730
| – | – | ﹤0.01% | 497 |
|
2024
Q4 | $327K | Buy |
10,730
+214
| +2% | +$6.52K | ﹤0.01% | 498 |
|
2024
Q3 | $326K | Hold |
10,516
| – | – | ﹤0.01% | 473 |
|
2024
Q2 | $300K | Hold |
10,516
| – | – | ﹤0.01% | 476 |
|
2024
Q1 | $307K | Hold |
10,516
| – | – | ﹤0.01% | 477 |
|
2023
Q4 | $282K | Buy |
+10,516
| New | +$282K | ﹤0.01% | 479 |
|