Concord Wealth Partners’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-38
Closed -$1.17K 1069
2023
Q1
$1.17K Buy
+38
New +$1.15K ﹤0.01% 878

Other funds holding FFLC

Concord Wealth Partners's FFLC Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2023, closing a stake of 38 shares — an estimated $1.17K sold.

Concord Wealth Partners first reported a position in FFLC in Q1 2023 and held it in 1 quarter. The position peaked at $1.17K in Q1 2023. 14 funds tracked by Wall St. Rank hold FFLC as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 38 Fidelity Fundamental Large Cap Core ETF shares in Q2 2023, an estimated $1.17K.
  • Concord Wealth Partners first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Fundamental Large Cap Core ETF position peaked at $1.17K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.