Carson Wealth (CWM LLC)’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33K | Sell |
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|
2025
Q2 | $34K | Hold |
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|
2025
Q1 | $34K | Sell |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $38K | Hold |
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|
2024
Q2 | $37K | Hold |
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|
2024
Q1 | $37K | Hold |
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|
2023
Q4 | $36K | Hold |
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|
2023
Q3 | $34K | Hold |
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|
2023
Q2 | $34K | Buy |
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|
2023
Q1 | $34K | Buy |
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|
2022
Q4 | $32K | Buy |
|