Newfound Risk Managed US Sectors Fund FDMO Holdings History
Newfound Risk Managed US Sectors Fund's Fidelity Momentum Factor ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 37,817.00 shares of Fidelity Momentum Factor ETF(FDMO), totaling $1.83 Mil. This investment constitutes 5.83% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 1.33% of the outstanding Fidelity Momentum Factor ETF(FDMO) stock.
The initial trade took place in 2020Q3. And since then Newfound Risk Managed US Sectors Fund has made 4 purchases of FDMO, at an average price of $43.53, for a total of 124,815.00 shares. In addition, there have been 7 sales at an average price of $45.77 for 86,998.00 shares. Based on historical transaction data and FDMO's current price of $76.07, Newfound Risk Managed US Sectors Fund's estimated gain on his FDMO holdings is $1.42 Mil, reflecting a 26.22% gain to date.
Newfound Risk Managed US Sectors Fund FDMO ($76.07) Holding Chart
Newfound Risk Managed US Sectors Fund FDMO ($76.07) 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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