KWS
Keystone Wealth Services’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 | $4.55M | Buy |
94,383
+4,261
| +5% | +$206K | 1.1% | 18 |
|
|
2025
Q1 | $3.6M | Sell |
90,122
-799
| -0.9% | -$31.9K | 0.98% | 23 |
|
|
2024
Q4 | $4.21M | Buy |
90,921
+10,675
| +13% | +$494K | 1.11% | 19 |
|
|
2024
Q3 | $3.43M | Buy |
80,246
+10,429
| +15% | +$446K | 0.95% | 23 |
|
|
2024
Q2 | $2.96M | Buy |
69,817
+9,347
| +15% | +$397K | 0.92% | 26 |
|
|
2024
Q1 | $2.33M | Buy |
+60,470
| New | +$2.33M | 0.76% | 31 |
|