GWA
GGM Wealth Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,500
| Closed | -$308K | – | 137 |
|
|
2023
Q4 | $308K | Hold |
6,500
| – | – | 0.13% | 114 |
|
|
2023
Q3 | $258K | Hold |
6,500
| – | – | 0.11% | 121 |
|
|
2023
Q2 | $266K | Buy |
+6,500
| New | +$266K | 0.11% | 122 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$211K | – | 85 |
|
|
2022
Q4 | $211K | Hold |
6,500
| – | – | 0.11% | 127 |
|
|
2022
Q3 | $218K | Hold |
6,500
| – | – | 0.12% | 125 |
|
|
2022
Q2 | $234K | Hold |
6,500
| – | – | 0.13% | 118 |
|
|
2022
Q1 | $288K | Buy |
+6,500
| New | +$288K | 0.14% | 115 |
|