MWM
Maltin Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
58,061
+1,154
| +2% | +$74.8K | 1.69% | 19 |
|
|
2025
Q1 | $3.2M | Buy |
56,907
+2,576
| +5% | +$145K | 1.5% | 22 |
|
|
2024
Q4 | $3.19M | Sell |
54,331
-12
| -0% | -$704 | 1.57% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
54,343
+724
| +1% | +$39.9K | 1.46% | 22 |
|
|
2024
Q2 | $2.8M | Buy |
53,619
+559
| +1% | +$29.2K | 1.5% | 21 |
|
|
2024
Q1 | $2.63M | Buy |
53,060
+2,136
| +4% | +$106K | 1.48% | 19 |
|
|
2023
Q4 | $2.27M | Sell |
50,924
-1,786
| -3% | -$79.6K | 1.44% | 20 |
|
|
2023
Q3 | $2.09M | Buy |
52,710
+1,991
| +4% | +$79.1K | 1.46% | 19 |
|
|
2023
Q2 | $2.04M | Buy |
50,719
+2,057
| +4% | +$82.8K | 1.44% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
48,662
-3,512
| -7% | -$129K | 1.28% | 29 |
|
|
2022
Q4 | $1.62M | Buy |
52,174
+1,538
| +3% | +$47.8K | 1.18% | 31 |
|
|
2022
Q3 | $1.58M | Buy |
50,636
+3,388
| +7% | +$106K | 1.25% | 28 |
|
|
2022
Q2 | $1.68M | Buy |
47,248
+840
| +2% | +$29.9K | 1.22% | 25 |
|
|
2022
Q1 | $2.11M | Buy |
46,408
+877
| +2% | +$39.9K | 1.4% | 21 |
|
|
2021
Q4 | $2.34M | Sell |
45,531
-1,961
| -4% | -$101K | 1.41% | 21 |
|
|
2021
Q3 | $2.54M | Sell |
47,492
-1,254
| -3% | -$67K | 1.56% | 19 |
|
|
2021
Q2 | $2.66M | Buy |
48,746
+5,733
| +13% | +$312K | 1.61% | 15 |
|
|
2021
Q1 | $2.12M | Buy |
43,013
+698
| +2% | +$34.4K | 1.38% | 19 |
|
|
2020
Q4 | $1.93M | Sell |
42,315
-4,456
| -10% | -$203K | 1.35% | 20 |
|
|
2020
Q3 | $1.8M | Sell |
46,771
-5,785
| -11% | -$223K | 1.28% | 22 |
|
|
2020
Q2 | $1.86M | Sell |
52,556
-23,579
| -31% | -$833K | 1.4% | 20 |
|
|
2020
Q1 | $2.21M | Sell |
76,135
-9,454
| -11% | -$274K | 1.88% | 17 |
|
|
2019
Q4 | $3.06M | Buy |
+85,589
| New | +$3.06M | 1.98% | 13 |
|