Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
230,866
+222,264
| +2,584% | +$7.67M | 0.03% | 449 |
|
|
2025
Q1 | $268K | Buy |
8,602
+8,300
| +2,748% | +$259K | ﹤0.01% | 1733 |
|
|
2024
Q4 | $10K | Sell |
302
-2,510
| -89% | -$83.1K | ﹤0.01% | 3856 |
|
|
2024
Q3 | $90K | Buy |
2,812
+301
| +12% | +$9.63K | ﹤0.01% | 2264 |
|
|
2024
Q2 | $77K | Sell |
2,511
-889
| -26% | -$27.3K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $100K | Sell |
3,400
-926
| -21% | -$27.2K | ﹤0.01% | 1883 |
|
|
2023
Q4 | $115K | Buy |
+4,326
| New | +$115K | ﹤0.01% | 1671 |
|