Southern Capital Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,340
| Closed | -$431K | – | 77 |
|
|
2022
Q4 | $431K | Buy |
9,340
+2,540
| +37% | +$117K | 0.33% | 44 |
|
|
2022
Q3 | $286K | Buy |
6,800
+891
| +15% | +$37.5K | 0.23% | 50 |
|
|
2022
Q2 | $264K | Sell |
5,909
-64
| -1% | -$2.86K | 0.21% | 52 |
|
|
2022
Q1 | $299K | Sell |
5,973
-146
| -2% | -$7.31K | 0.2% | 56 |
|
|
2021
Q4 | $320K | Buy |
+6,119
| New | +$320K | 0.2% | 53 |
|