CWP
Cyndeo Wealth Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
119,094
+1,260
| +1% | +$60.8K | 0.34% | 86 |
|
|
2025
Q1 | $4.71M | Buy |
117,834
+18,303
| +18% | +$732K | 0.31% | 94 |
|
|
2024
Q4 | $4.6M | Sell |
99,531
-1,557
| -2% | -$72K | 0.31% | 90 |
|
|
2024
Q3 | $4.32M | Sell |
101,088
-11,602
| -10% | -$496K | 0.3% | 88 |
|
|
2024
Q2 | $4.78M | Buy |
+112,690
| New | +$4.78M | 0.37% | 80 |
|