Carson Wealth (CWM LLC)’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Hold |
1,601
| – | – | ﹤0.01% | 3550 |
|
|
2025
Q1 | $34K | Sell |
1,601
-74
| -4% | -$1.57K | ﹤0.01% | 3280 |
|
|
2024
Q4 | $36K | Sell |
1,675
-44
| -3% | -$946 | ﹤0.01% | 3021 |
|
|
2024
Q3 | $38K | Hold |
1,719
| – | – | ﹤0.01% | 2902 |
|
|
2024
Q2 | $37K | Hold |
1,719
| – | – | ﹤0.01% | 2672 |
|
|
2024
Q1 | $37K | Hold |
1,719
| – | – | ﹤0.01% | 2496 |
|
|
2023
Q4 | $36K | Hold |
1,719
| – | – | ﹤0.01% | 2367 |
|
|
2023
Q3 | $34K | Hold |
1,719
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q2 | $34K | Buy |
1,719
+50
| +3% | +$989 | ﹤0.01% | 2268 |
|
|
2023
Q1 | $34K | Buy |
1,669
+46
| +3% | +$937 | ﹤0.01% | 2123 |
|
|
2022
Q4 | $32K | Buy |
+1,623
| New | +$32K | ﹤0.01% | 2038 |
|