BWA
Beam Wealth Advisors’s Fidelity Magellan ETF FMAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
114,040
-691
| -0.6% | -$23.7K | 1.17% | 18 |
|
|
2025
Q1 | $3.34M | Sell |
114,731
-4,074
| -3% | -$118K | 1.13% | 21 |
|
|
2024
Q4 | $3.68M | Sell |
118,805
-7,061
| -6% | -$218K | 1.16% | 22 |
|
|
2024
Q3 | $3.85M | Buy |
125,866
+5,503
| +5% | +$169K | 1.17% | 20 |
|
|
2024
Q2 | $3.57M | Sell |
120,363
-19,849
| -14% | -$589K | 1.19% | 18 |
|
|
2024
Q1 | $3.94M | Sell |
140,212
-290
| -0.2% | -$8.14K | 2.36% | 13 |
|
|
2023
Q4 | $3.39M | Buy |
140,502
+7,787
| +6% | +$188K | 2.15% | 12 |
|
|
2023
Q3 | $2.83M | Sell |
132,715
-3,984
| -3% | -$84.9K | 2.01% | 13 |
|
|
2023
Q2 | $2.99M | Buy |
+136,699
| New | +$2.99M | 2.07% | 12 |
|