SGWM
FVAL icon

Sterling Group Wealth Management’s Fidelity Value Factor ETF FVAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,759
Closed -$209K 53
2022
Q4
$209K Buy
+4,759
New +$209K 0.21% 47