Congress Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
43,008
+8,493
| +25% | +$550K | 0.03% | 505 |
|
|
2025
Q1 | $1.94M | Sell |
34,515
-222
| -0.6% | -$12.5K | 0.02% | 497 |
|
|
2024
Q4 | $2.04M | Buy |
34,737
+6,808
| +24% | +$400K | 0.03% | 410 |
|
|
2024
Q3 | $1.54M | Sell |
27,929
-984
| -3% | -$54.2K | 0.02% | 459 |
|
|
2024
Q2 | $1.51M | Buy |
+28,913
| New | +$1.51M | 0.02% | 384 |
|
|
2023
Q4 | – | Sell |
-15,438
| Closed | -$613K | – | 626 |
|
|
2023
Q3 | $613K | Buy |
15,438
+6,409
| +71% | +$255K | 0.01% | 429 |
|
|
2023
Q2 | $363K | Sell |
9,029
-43
| -0.5% | -$1.73K | 0.01% | 456 |
|
|
2023
Q1 | $332K | Buy |
9,072
+1,823
| +25% | +$66.7K | 0.01% | 472 |
|
|
2022
Q4 | $225K | Buy |
+7,249
| New | +$225K | 0.01% | 523 |
|