EWM
EPG Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-794
| Closed | -$30K | – | 385 |
|
|
2022
Q3 | $30K | Buy |
+794
| New | +$30K | 0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-1,107
| Closed | -$55K | – | 265 |
|
|
2022
Q1 | $55K | Buy |
1,107
+47
| +4% | +$2.34K | 0.02% | 288 |
|
|
2021
Q4 | $53K | Buy |
1,060
+2
| +0.2% | +$100 | 0.02% | 287 |
|
|
2021
Q3 | $47K | Buy |
+1,058
| New | +$47K | 0.02% | 274 |
|