Stonebridge Financial Planning Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Buy |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $318K | Hold |
|
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|
2024
Q3 | $322K | Sell |
|
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|
2024
Q2 | $345K | Sell |
|
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $313K | Hold |
|
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $45K | Buy |
|