Steward Partners Investment Advisory’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
3,519
| – | – | ﹤0.01% | 2051 |
|
|
2025
Q1 | $108K | Sell |
3,519
-484
| -12% | -$14.9K | ﹤0.01% | 1971 |
|
|
2024
Q4 | $122K | Hold |
4,003
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q3 | $124K | Hold |
4,003
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q2 | $114K | Hold |
4,003
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q1 | $117K | Buy |
4,003
+74
| +2% | +$2.16K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $105K | Buy |
+3,929
| New | +$105K | ﹤0.01% | 1673 |
|