
Wealth Enhancement Advisory Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Sell |
16,987
-4,374
| -20% | -$278K | ﹤0.01% | 1701 |
|
2025
Q1 | $1.29M | Buy |
21,361
+64
| +0.3% | +$3.88K | ﹤0.01% | 1472 |
|
2024
Q4 | $1.29M | Sell |
21,297
-197
| -0.9% | -$11.9K | ﹤0.01% | 1402 |
|
2024
Q3 | $1.32M | Sell |
21,494
-3,290
| -13% | -$202K | ﹤0.01% | 1256 |
|
2024
Q2 | $1.41M | Buy |
24,784
+5,621
| +29% | +$321K | ﹤0.01% | 1134 |
|
2024
Q1 | $1.08M | Sell |
19,163
-2,465
| -11% | -$138K | ﹤0.01% | 1209 |
|
2023
Q4 | $1.15M | Buy |
21,628
+1,465
| +7% | +$77.6K | ﹤0.01% | 1113 |
|
2023
Q3 | $981K | Buy |
20,163
+7,962
| +65% | +$387K | ﹤0.01% | 1103 |
|
2023
Q2 | $611K | Sell |
12,201
-3,357
| -22% | -$168K | 0.01% | 327 |
|
2023
Q1 | $739K | Sell |
15,558
-1,047
| -6% | -$49.7K | 0.01% | 346 |
|
2022
Q4 | $775K | Sell |
16,605
-2,018
| -11% | -$94.2K | 0.01% | 244 |
|
2022
Q3 | $793K | Buy |
18,623
+4,503
| +32% | +$192K | 0.01% | 246 |
|
2022
Q2 | $643K | Buy |
+14,120
| New | +$643K | 0.01% | 268 |
|