Carson Wealth (CWM LLC)’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
200
+100
| +100% | +$6.5K | ﹤0.01% | 4154 |
|
|
2025
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 4350 |
|
|
2024
Q4 | $6K | Sell |
100
-601
| -86% | -$36.1K | ﹤0.01% | 4107 |
|
|
2024
Q3 | $39K | Sell |
701
-2,253
| -76% | -$125K | ﹤0.01% | 2879 |
|
|
2024
Q2 | $154K | Sell |
2,954
-47
| -2% | -$2.45K | ﹤0.01% | 1722 |
|
|
2024
Q1 | $149K | Buy |
3,001
+1,013
| +51% | +$50.3K | ﹤0.01% | 1657 |
|
|
2023
Q4 | $89K | Sell |
1,988
-2,248
| -53% | -$101K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $168K | Sell |
4,236
-182
| -4% | -$7.22K | ﹤0.01% | 1376 |
|
|
2023
Q2 | $178K | Sell |
4,418
-6,157
| -58% | -$248K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $387K | Buy |
10,575
+8,325
| +370% | +$305K | ﹤0.01% | 969 |
|
|
2022
Q4 | $70K | Buy |
+2,250
| New | +$70K | ﹤0.01% | 1539 |
|
|
2022
Q3 | – | Sell |
-102
| Closed | -$4K | – | 3968 |
|
|
2022
Q2 | $4K | Sell |
102
-80
| -44% | -$3.14K | ﹤0.01% | 3069 |
|
|
2022
Q1 | $8K | Buy |
182
+70
| +63% | +$3.08K | ﹤0.01% | 2607 |
|
|
2021
Q4 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 2621 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$3K | – | 2994 |
|
|
2018
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 1647 |
|