Carson Wealth (CWM LLC)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.8M | Buy |
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|
2025
Q2 | $41.1M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $6K | Buy |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Buy |
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