Carson Wealth (CWM LLC)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Buy |
851,538
+136,282
| +19% | +$6.57M | 0.14% | 134 |
|
|
2025
Q1 | $28.6M | Buy |
715,256
+181,472
| +34% | +$7.25M | 0.11% | 166 |
|
|
2024
Q4 | $24.7M | Buy |
533,784
+115,230
| +28% | +$5.33M | 0.1% | 181 |
|
|
2024
Q3 | $17.9M | Buy |
418,554
+316,727
| +311% | +$13.5M | 0.08% | 228 |
|
|
2024
Q2 | $4.32M | Buy |
101,827
+59,988
| +143% | +$2.55M | 0.02% | 449 |
|
|
2024
Q1 | $1.61M | Buy |
41,839
+41,659
| +23,144% | +$1.6M | 0.01% | 679 |
|
|
2023
Q4 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 3411 |
|
|
2021
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2021
Q1 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q1 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2019
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2019
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2019
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 1918 |
|
|
2019
Q1 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 1918 |
|