MSWM
McGlone Suttner Wealth Management’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 | $1.38M | Hold |
28,507
| – | – | 0.21% | 50 |
|
|
2025
Q1 | $1.14M | Hold |
28,507
| – | – | 0.19% | 61 |
|
|
2024
Q4 | $1.32M | Buy |
+28,507
| New | +$1.32M | 0.22% | 48 |
|
|
2024
Q3 | – | Sell |
-22,779
| Closed | -$759K | – | 172 |
|
|
2024
Q2 | $759K | Sell |
22,779
-2,420
| -10% | -$80.6K | 0.16% | 66 |
|
|
2024
Q1 | $969K | Buy |
25,199
+2,420
| +11% | +$93.1K | 0.18% | 63 |
|
|
2023
Q4 | $759K | Buy |
22,779
+1
| +0% | +$33 | 0.15% | 66 |
|
|
2023
Q3 | $660K | Hold |
22,778
| – | – | 0.15% | 65 |
|
|
2023
Q2 | $678K | Buy |
22,778
+3,557
| +19% | +$106K | 0.15% | 64 |
|
|
2023
Q1 | $489K | Sell |
19,221
-1,202
| -6% | -$30.6K | 0.13% | 77 |
|
|
2022
Q4 | $431K | Buy |
+20,423
| New | +$431K | 0.14% | 74 |
|