DFG
Demars Financial Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,776
| Closed | -$1.15M | – | 69 |
|
|
2023
Q3 | $1.15M | Sell |
35,776
-1,442
| -4% | -$46.3K | 0.66% | 31 |
|
|
2023
Q2 | $1.22M | Sell |
37,218
-2,922
| -7% | -$95.9K | 0.68% | 34 |
|
|
2023
Q1 | $1.26M | Buy |
40,140
+5,086
| +15% | +$160K | 0.7% | 33 |
|
|
2022
Q4 | $1.08M | Sell |
35,054
-8,582
| -20% | -$266K | 0.6% | 35 |
|
|
2022
Q3 | $1.23M | Sell |
43,636
-83,329
| -66% | -$2.35M | 0.73% | 38 |
|
|
2022
Q2 | $3.7M | Buy |
+126,965
| New | +$3.7M | 2.1% | 16 |
|