Spire Wealth Management’s Fidelity Value Factor ETF FVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.6K | Buy |
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|
2025
Q2 | $2.67K | Hold |
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|
2025
Q1 | $2.49K | Hold |
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|
2024
Q4 | $2.57K | Sell |
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|
2024
Q3 | $6.84K | Buy |
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|
2024
Q2 | $1.44K | Sell |
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|
2024
Q1 | $16.1K | Hold |
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|
2023
Q4 | $15K | Hold |
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|
2023
Q3 | $13.5K | Hold |
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|
2023
Q2 | $13.9K | Buy |
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|
2023
Q1 | $11.8K | Buy |
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|
2022
Q4 | $11K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $4K | Buy |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $26K | Buy |
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