Mascoma Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$579 | – | 484 |
|
|
2023
Q3 | $579 | Hold |
20
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $608 | Hold |
20
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $509 | Hold |
20
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $422 | Hold |
20
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $0 | Buy |
20
+10
| +100% | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $0 | Sell |
10
-1,200
| -99% | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $37K | Hold |
1,210
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $42K | Sell |
1,210
-15
| -1% | -$521 | 0.01% | 243 |
|
|
2021
Q3 | $40K | Buy |
+1,225
| New | +$40K | 0.02% | 230 |
|
|
2021
Q2 | – | Sell |
-160
| Closed | -$5K | – | 220 |
|
|
2021
Q1 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 382 |
|