SWA
Sax Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
6,811
-865
| -11% | -$65.6K | 0.03% | 253 |
|
|
2025
Q1 | $499K | Sell |
7,676
-284
| -4% | -$18.5K | 0.04% | 222 |
|
|
2024
Q4 | $554K | Sell |
7,960
-1,130
| -12% | -$78.7K | 0.04% | 186 |
|
|
2024
Q3 | $601K | Sell |
9,090
-1,000
| -10% | -$66.1K | 0.05% | 136 |
|
|
2024
Q2 | $643K | Hold |
10,090
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $609K | Sell |
10,090
-1,155
| -10% | -$69.7K | 0.07% | 102 |
|
|
2023
Q4 | $595K | Sell |
11,245
-200
| -2% | -$10.6K | 0.1% | 108 |
|
|
2023
Q3 | $534K | Sell |
11,445
-340
| -3% | -$15.9K | 0.11% | 107 |
|
|
2023
Q2 | $570K | Buy |
+11,785
| New | +$570K | 0.11% | 101 |
|