KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
12,668
+1,750
| +16% | +$84.4K | 0.48% | 40 |
|
|
2025
Q1 | $436K | Buy |
10,918
+2,001
| +22% | +$80K | 0.38% | 44 |
|
|
2024
Q4 | $413K | Buy |
8,917
+166
| +2% | +$7.68K | 0.3% | 47 |
|
|
2024
Q3 | $374K | Sell |
8,751
-1,681
| -16% | -$71.9K | 0.31% | 49 |
|
|
2024
Q2 | $443K | Sell |
10,432
-120
| -1% | -$5.09K | 0.41% | 39 |
|
|
2024
Q1 | $406K | Buy |
10,552
+1,790
| +20% | +$68.9K | 0.4% | 43 |
|
|
2023
Q4 | $292K | Buy |
+8,762
| New | +$292K | 0.29% | 51 |
|