PWM
FDLO icon

Provident Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Provident Wealth Management’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Hold
2,886
– – 0.06% 83
2025
Q4 		$193K Hold
2,886
– – 0.06% 87
2025
Q3 		$190K Hold
2,886
– – 0.06% 87
2025
Q2 		$181K Hold
2,886
– – 0.06% 85
2025
Q1 		$175K Hold
2,886
– – 0.06% 82
2024
Q4 		$175K Buy
+2,886
New +$178K 0.06% 83
2021
Q1 		– Sell
-5,274
Closed -$225K – 68
2020
Q4 		$225K Sell
5,274
-153
-3% -$6.28K 0.26% 41
2020
Q3 		$215K Buy
+5,427
New +$211K 0.25% 36

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CDWM
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KAS
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