Carson Wealth (CWM LLC)’s Fidelity Magellan ETF FMAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | – | – | 4279 |
|
|
2023
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4243 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4133 |
|
|
2022
Q4 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 4044 |
|
|
2022
Q3 | $0 | Sell |
5
-1
| -17% | – | ﹤0.01% | 3974 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3862 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3614 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3517 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3011 |
|