MWM
Meridian Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,187
| Closed | -$301K | – | 547 |
|
|
2023
Q2 | $301K | Hold |
9,187
| – | – | 0.03% | 436 |
|
|
2023
Q1 | $289K | Hold |
9,187
| – | – | 0.03% | 435 |
|
|
2022
Q4 | $284K | Sell |
9,187
-2,616
| -22% | -$81K | 0.03% | 430 |
|
|
2022
Q3 | $332K | Sell |
11,803
-9,659
| -45% | -$272K | 0.04% | 348 |
|
|
2022
Q2 | $625K | Buy |
+21,462
| New | +$625K | 0.05% | 307 |
|