Elk River 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,195
| Closed | -$227K | – | 109 |
|
2023
Q1 | $227K | Sell |
6,195
-1,374
| -18% | -$50.3K | 0.05% | 99 |
|
2022
Q4 | $235K | Buy |
+7,569
| New | +$235K | 0.06% | 100 |
|
2022
Q1 | – | Sell |
-13,995
| Closed | -$719K | – | 123 |
|
2021
Q4 | $719K | Buy |
13,995
+9,054
| +183% | +$465K | 0.16% | 68 |
|
2021
Q3 | $264K | Hold |
4,941
| – | – | 0.07% | 104 |
|
2021
Q2 | $269K | Hold |
4,941
| – | – | 0.07% | 106 |
|
2021
Q1 | $244K | Buy |
+4,941
| New | +$244K | 0.07% | 109 |
|