MSWM
McGlone Suttner Wealth Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
55,334
+3
| +0% | +$80 | 0.22% | 49 |
|
|
2025
Q1 | $1.23M | Buy |
55,331
+1,500
| +3% | +$33.2K | 0.2% | 54 |
|
|
2024
Q4 | $1.35M | Buy |
53,831
+678
| +1% | +$17K | 0.23% | 47 |
|
|
2024
Q3 | $1.27M | Buy |
53,153
+2,531
| +5% | +$60.6K | 0.26% | 48 |
|
|
2024
Q2 | $960K | Sell |
50,622
-2,000
| -4% | -$37.9K | 0.2% | 54 |
|
|
2024
Q1 | $1.15M | Buy |
52,622
+2,000
| +4% | +$43.7K | 0.22% | 54 |
|
|
2023
Q4 | $960K | Buy |
50,622
+650
| +1% | +$12.3K | 0.19% | 54 |
|
|
2023
Q3 | $820K | Buy |
49,972
+2,600
| +5% | +$42.6K | 0.19% | 59 |
|
|
2023
Q2 | $797K | Buy |
47,372
+11,500
| +32% | +$194K | 0.18% | 60 |
|
|
2023
Q1 | $528K | Hold |
35,872
| – | – | 0.14% | 68 |
|
|
2022
Q4 | $454K | Buy |
+35,872
| New | +$454K | 0.14% | 72 |
|