Fidelity vlu factor etf shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $839k | 15k | 57.05 |
| 2023-09-30 | $1.0M | 21k | 47.85 |
| 2023-06-30 | $612k | 13k | 49.10 |
| 2023-03-31 | $592k | 13k | 45.76 |
| 2022-12-31 | $641k | 15k | 43.85 |
| 2022-09-30 | $361k | 9.0k | 40.04 |
| 2022-06-30 | $696k | 16k | 43.05 |
| 2022-03-31 | $728k | 14k | 50.83 |
| 2021-12-31 | $247k | 4.7k | 52.13 |
| 2021-09-30 | $425k | 8.9k | 47.65 |
| 2021-06-30 | $415k | 8.6k | 48.05 |
| 2021-03-31 | $342k | 7.6k | 44.78 |
| 2020-12-31 | $225k | 5.5k | 40.69 |
More positions owned by Samalin Investment Counsel
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