Forbes Financial Planning, Inc. FVAL Holdings History
Forbes Financial Planning, Inc.'s Fidelity Value Factor ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 112,242.00 shares of Fidelity Value Factor ETF(FVAL), totaling $6.69 Mil. This investment constitutes 4.95% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.75% of the outstanding Fidelity Value Factor ETF(FVAL) stock.
The initial trade took place in 2023Q3. And since then Forbes Financial Planning, Inc. has made 7 purchases of FVAL, at an average price of $52.61, for a total of 112,242.00 shares. Based on historical transaction data and FVAL's current price of $62.91, Forbes Financial Planning, Inc.'s estimated gain on his FVAL holdings is $1.16 Mil, reflecting a 19.58% gain to date.
Forbes Financial Planning, Inc. FVAL ($62.91) Holding Chart
Forbes Financial Planning, Inc. FVAL ($62.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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