Dynamic Advisor Solutions’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,300
| Closed | -$298K | – | 947 |
|
|
2024
Q2 | $298K | Sell |
7,300
-1,640
| -18% | -$67K | 0.01% | 764 |
|
|
2024
Q1 | $352K | Hold |
8,940
| – | – | 0.01% | 703 |
|
|
2023
Q4 | $311K | Sell |
8,940
-2,800
| -24% | -$97.4K | 0.01% | 705 |
|
|
2023
Q3 | $377K | Sell |
11,740
-900
| -7% | -$28.9K | 0.02% | 597 |
|
|
2023
Q2 | $415K | Buy |
+12,640
| New | +$415K | 0.02% | 548 |
|