MSWM
McGlone Suttner Wealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
4,538
| – | – | 0.03% | 185 |
|
|
2025
Q1 | $213K | Sell |
4,538
-26
| -0.6% | -$1.22K | 0.04% | 181 |
|
|
2024
Q4 | $212K | Buy |
+4,564
| New | +$212K | 0.04% | 168 |
|
|
2024
Q3 | – | Sell |
-5,049
| Closed | -$237K | – | 173 |
|
|
2024
Q2 | $237K | Hold |
5,049
| – | – | 0.05% | 137 |
|
|
2024
Q1 | $235K | Hold |
5,049
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $237K | Sell |
5,049
-1,041
| -17% | -$48.9K | 0.05% | 137 |
|
|
2023
Q3 | $266K | Buy |
6,090
+577
| +10% | +$25.2K | 0.06% | 114 |
|
|
2023
Q2 | $252K | Sell |
5,513
-1,344
| -20% | -$61.4K | 0.06% | 125 |
|
|
2023
Q1 | $316K | Sell |
6,857
-1,556
| -18% | -$71.8K | 0.08% | 100 |
|
|
2022
Q4 | $377K | Buy |
+8,413
| New | +$377K | 0.12% | 80 |
|