RWB
RMR Wealth Builders’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
3,540
-266
| -7% | -$16.7K | 0.02% | 266 |
|
|
2025
Q1 | $231K | Buy |
3,806
+8
| +0.2% | +$485 | 0.02% | 234 |
|
|
2024
Q4 | $230K | Buy |
3,798
+7
| +0.2% | +$424 | 0.02% | 238 |
|
|
2024
Q3 | $233K | Buy |
3,791
+6
| +0.2% | +$368 | 0.02% | 234 |
|
|
2024
Q2 | $216K | Sell |
3,785
-80
| -2% | -$4.56K | 0.02% | 237 |
|
|
2024
Q1 | $217K | Sell |
3,865
-1,847
| -32% | -$104K | 0.03% | 247 |
|
|
2023
Q4 | $303K | Sell |
5,712
-8,011
| -58% | -$424K | 0.04% | 191 |
|
|
2023
Q3 | $667K | Buy |
+13,723
| New | +$667K | 0.11% | 103 |
|