Sequoia Financial Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
6,062
+138
| +2% | +$8.81K | ﹤0.01% | 1118 |
|
|
2025
Q1 | $353K | Buy |
5,924
+27
| +0.5% | +$1.61K | ﹤0.01% | 992 |
|
|
2024
Q4 | $363K | Buy |
5,897
+22
| +0.4% | +$1.35K | ﹤0.01% | 930 |
|
|
2024
Q3 | $356K | Buy |
5,875
+24
| +0.4% | +$1.45K | ﹤0.01% | 896 |
|
|
2024
Q2 | $337K | Buy |
5,851
+25
| +0.4% | +$1.44K | ﹤0.01% | 839 |
|
|
2024
Q1 | $332K | Buy |
5,826
+26
| +0.4% | +$1.48K | ﹤0.01% | 816 |
|
|
2023
Q4 | $307K | Buy |
+5,800
| New | +$307K | ﹤0.01% | 917 |
|