Schwarz Dygos Wheeler Investment Advisors’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $199K | Sell |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $136K | Buy |
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|
2022
Q3 | $135K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $190K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $305K | Buy |
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