OWA
Outlook Wealth Advisors’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 | $248K | Buy |
7,814
+37
| +0.5% | +$1.18K | 0.06% | 249 |
|
2025
Q1 | $239K | Buy |
7,777
+35
| +0.5% | +$1.08K | 0.07% | 247 |
|
2024
Q4 | $236K | Buy |
7,742
+37
| +0.5% | +$1.13K | 0.07% | 236 |
|
2024
Q3 | $239K | Buy |
7,705
+34
| +0.4% | +$1.05K | 0.07% | 238 |
|
2024
Q2 | $807K | Buy |
7,671
+19
| +0.2% | +$2K | 0.25% | 79 |
|
2024
Q1 | $223K | Buy |
7,652
+74
| +1% | +$2.16K | 0.07% | 245 |
|
2023
Q4 | $203K | Buy |
+7,578
| New | +$203K | 0.07% | 237 |
|