Bartlett & Co Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
355
| – | – | ﹤0.01% | 840 |
|
|
2025
Q1 | $14.2K | Sell |
355
-135
| -28% | -$5.4K | ﹤0.01% | 869 |
|
|
2024
Q4 | $22.7K | Hold |
490
| – | – | ﹤0.01% | 787 |
|
|
2024
Q3 | $21K | Hold |
490
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $20.8K | Hold |
490
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $18.9K | Sell |
490
-150
| -23% | -$5.77K | ﹤0.01% | 827 |
|
|
2023
Q4 | $21.4K | Hold |
640
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $18.5K | Hold |
640
| – | – | ﹤0.01% | 834 |
|
|
2023
Q2 | $19K | Hold |
640
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $16.3K | Sell |
640
-113
| -15% | -$2.88K | ﹤0.01% | 747 |
|
|
2022
Q4 | $15.9K | Hold |
753
| – | – | ﹤0.01% | 764 |
|
|
2022
Q3 | $16.2K | Hold |
753
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $16.4K | Hold |
753
| – | – | ﹤0.01% | 772 |
|
|
2022
Q1 | $22.8K | Buy |
+753
| New | +$22.8K | ﹤0.01% | 717 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$26K | – | 554 |
|
|
2021
Q3 | $26K | Hold |
800
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $26.1K | Hold |
800
| – | – | ﹤0.01% | 598 |
|
|
2021
Q1 | $23.4K | Hold |
800
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $22.8K | Hold |
800
| – | – | ﹤0.01% | 648 |
|
|
2020
Q3 | $19.7K | Buy |
+800
| New | +$19.7K | ﹤0.01% | 617 |
|