Atria Wealth Solutions’s Fidelity Blue Chip Value ETF FBCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,375
| Closed | -$324K | – | 1953 |
|
|
2024
Q1 | $324K | Sell |
10,375
-335
| -3% | -$10.5K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $313K | Sell |
10,710
-195,468
| -95% | -$5.7M | ﹤0.01% | 1462 |
|
|
2023
Q3 | $5.67M | Buy |
206,178
+5,320
| +3% | +$146K | 0.08% | 257 |
|
|
2023
Q2 | $5.6M | Buy |
200,858
+28,573
| +17% | +$797K | 0.08% | 254 |
|
|
2023
Q1 | $4.69M | Buy |
172,285
+10,062
| +6% | +$274K | 0.07% | 283 |
|
|
2022
Q4 | $4.57M | Buy |
+162,223
| New | +$4.57M | 0.07% | 271 |
|