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WealthPLAN Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

WealthPLAN Partners’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16
Closed -$786 – 603
2023
Q2 		$786 Hold
16
– – ﹤0.01% 1152
2023
Q1 		$732 Buy
+16
New +$728 ﹤0.01% 1228

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