Long View Wealth Management FIDELITY COVINGTON TRUST Transaction History

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Number of Shares
73,044
Previous 68,317 6.92%
Holding current value
$2.35 Billion
Previous $2.01 Billion 16.76%
% of portfolio
0.75%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
N/A
4,727 Added 6.92%
73,044 $2.35 Billion
Q2 2024

Jul 22, 2024
BUY
N/A
9,051 Added 15.27%
68,317 $2.01 Billion
Q1 2024

Apr 16, 2024
SELL
N/A
-1,767 Reduced 2.9%
59,266 $1.81 Billion
Q4 2023

Jan 10, 2024
BUY
N/A
61,033 New
61,033 $1.66 Billion
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