CWG
Crown Wealth Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-76,736
| Closed | -$2.16M | – | 71 |
|
|
2022
Q3 | $2.16M | Sell |
76,736
-29,973
| -28% | -$844K | 2.22% | 13 |
|
|
2022
Q2 | $3.11M | Sell |
106,709
-39,787
| -27% | -$1.16M | 2.82% | 8 |
|
|
2022
Q1 | $4.98M | Buy |
+146,496
| New | +$4.98M | 3.47% | 8 |
|