TWM
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Tradition Wealth Management’s Fidelity Value Factor ETF FVAL Stock Holding History

Tradition Wealth Management’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-805
Closed -$40K – 1379
2023
Q2 		$40K Buy
+805
New +$40K ﹤0.01% 696