Principle Wealth Partners’s Fidelity Value Factor ETF FVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $222 | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $226K | Buy |
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