Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Hold |
753
| – | – | ﹤0.01% | 3794 |
|
|
2025
Q1 | $23K | Hold |
753
| – | – | ﹤0.01% | 3560 |
|
|
2024
Q4 | $23K | Hold |
753
| – | – | ﹤0.01% | 3339 |
|
|
2024
Q3 | $23K | Buy |
+753
| New | +$23K | ﹤0.01% | 3266 |
|
|
2024
Q2 | – | Sell |
-1,765
| Closed | -$52K | – | 4688 |
|
|
2024
Q1 | $52K | Buy |
+1,765
| New | +$52K | ﹤0.01% | 2268 |
|