EWM
EPG Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
1,226
+4
| +0.3% | +$138 | 0.01% | 233 |
|
|
2025
Q1 | $38.1K | Sell |
1,222
-297
| -20% | -$9.27K | 0.01% | 299 |
|
|
2024
Q4 | $50K | Buy |
1,519
+5
| +0.3% | +$165 | 0.01% | 299 |
|
|
2024
Q3 | $48.6K | Buy |
+1,514
| New | +$48.6K | 0.01% | 299 |
|
|
2024
Q2 | – | Sell |
-1,507
| Closed | -$44.5K | – | 323 |
|
|
2024
Q1 | $44.5K | Buy |
1,507
+5
| +0.3% | +$147 | 0.01% | 323 |
|
|
2023
Q4 | $41.8K | Buy |
+1,502
| New | +$41.8K | 0.01% | 316 |
|