Concord Wealth Partners’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
2,436
+7
| +0.3% | +$327 | 0.02% | 257 |
|
|
2025
Q1 | $105K | Buy |
2,429
+10
| +0.4% | +$433 | 0.02% | 240 |
|
|
2024
Q4 | $105K | Buy |
2,419
+6
| +0.2% | +$260 | 0.02% | 247 |
|
|
2024
Q3 | $105K | Buy |
2,413
+6
| +0.2% | +$260 | 0.02% | 259 |
|
|
2024
Q2 | $98.4K | Buy |
2,407
+8
| +0.3% | +$327 | 0.02% | 245 |
|
|
2024
Q1 | $94.6K | Buy |
2,399
+9
| +0.4% | +$355 | 0.02% | 277 |
|
|
2023
Q4 | $83.7K | Buy |
2,390
+9
| +0.4% | +$315 | 0.02% | 293 |
|
|
2023
Q3 | $76.4K | Buy |
2,381
+12
| +0.5% | +$385 | 0.02% | 319 |
|
|
2023
Q2 | $77.7K | Buy |
2,369
+13
| +0.6% | +$427 | 0.02% | 300 |
|
|
2023
Q1 | $74.2K | Buy |
2,356
+288
| +14% | +$9.07K | 0.02% | 288 |
|
|
2022
Q4 | $64K | Buy |
+2,068
| New | +$64K | 0.02% | 327 |
|
|
2022
Q3 | – | Sell |
-2,202
| Closed | -$64K | – | 483 |
|
|
2022
Q2 | $64K | Buy |
2,202
+10
| +0.5% | +$291 | 0.02% | 325 |
|
|
2022
Q1 | $75K | Buy |
2,192
+14
| +0.6% | +$479 | 0.02% | 352 |
|
|
2021
Q4 | $74K | Buy |
+2,178
| New | +$74K | 0.02% | 362 |
|