WWM
FDVL

Western Wealth Management’s Foundations Dynamic Value ETF FDVL Stock Holding History

Western Wealth Management’s Portfolio FDVL Stock Details FDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,607
Closed -$298K – 683
2024
Q3 		$298K Buy
+23,607
New +$298K 0.02% 596