WWM
Willingdon Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $2.48M | Buy |
79,319
+873
| +1% | +$27.3K | 0.62% | 50 |
|
2019
Q4 | $3.04M | Sell |
78,446
-537
| -0.7% | -$20.8K | 0.62% | 54 |
|
2019
Q3 | $2.9M | Buy |
78,983
+2,303
| +3% | +$84.6K | 0.64% | 56 |
|
2019
Q2 | $2.74M | Buy |
76,680
+52,775
| +221% | +$1.88M | 0.64% | 58 |
|
2019
Q1 | $814K | Buy |
+23,905
| New | +$814K | 0.2% | 101 |
|