Spire Wealth Management Fidelity Covington Tr Low Vola Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Spire Wealth Management holds 16 shares of FDLO stock, worth $987. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 10 60.0%

Holding current value

$987

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$60.24 - $63.08 $361 - $378	6 Added 60.0%	16 $0
Q2 2024 Jul 31, 2024	SELL	$53.72 - $57.42 $18,157 - $19,407	-338 Reduced 97.13%	10 $0
Q2 2023 Aug 09, 2023	BUY	$47.61 - $50.11 $428 - $450	9 Added 2.65%	348 $17,000
Q1 2023 May 09, 2023	BUY	$44.89 - $47.8 $269 - $286	6 Added 1.8%	339 $16,000
Q4 2022 Feb 03, 2023	BUY	$42.19 - $48.38 $2,025 - $2,322	48 Added 16.84%	333 $15,000
Q3 2022 Nov 07, 2022	BUY	$41.99 - $49.11 $1,931 - $2,259	46 Added 19.25%	285 $12,000
Q2 2022 Jul 22, 2022	SELL	$42.69 - $50.44 $7,214 - $8,524	-169 Reduced 41.42%	239 $11,000
Q1 2022 Apr 18, 2022	BUY	$46.39 - $52.04 $3,061 - $3,434	66 Added 19.3%	408 $20,000
Q4 2021 Jan 14, 2022	BUY	$47.56 - $52.57 $8,751 - $9,672	184 Added 116.46%	342 $18,000
Q3 2021 Oct 22, 2021	BUY	$47.46 - $50.21 $996 - $1,054	21 Added 15.33%	158 $8,000
Q2 2021 Jul 26, 2021	BUY	$44.27 - $47.15 $309 - $330	7 Added 5.38%	137 $6,000
Q1 2021 May 21, 2021	BUY	$41.53 - $44.1 $5,398 - $5,733	130 New	130 $6,000

Others Institutions Holding FDLO

# of Institutions

149

Shares Held

6.58M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
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Spire Wealth Management Fidelity Covington Tr Low Vola Transaction History