Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
20,385
-243
| -1% | -$7.95K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $660K | Buy |
20,628
+11,115
| +117% | +$356K | ﹤0.01% | 1345 |
|
|
2024
Q4 | $301K | Buy |
9,513
+3,333
| +54% | +$105K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $202K | Buy |
6,180
+2,590
| +72% | +$84.7K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $108K | Buy |
3,590
+372
| +12% | +$11.2K | ﹤0.01% | 1921 |
|
|
2024
Q1 | $100K | Buy |
+3,218
| New | +$100K | ﹤0.01% | 1882 |
|