Principle Wealth Partners’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,068
| Closed | -$740K | – | 339 |
|
|
2023
Q3 | $740K | Hold |
23,068
| – | – | 0.07% | 167 |
|
|
2023
Q2 | $757K | Sell |
23,068
-6,135
| -21% | -$201K | 0.08% | 160 |
|
|
2023
Q1 | $920K | Sell |
29,203
-9,274
| -24% | -$292K | 0.1% | 144 |
|
|
2022
Q4 | $1.19M | Sell |
38,477
-5,984
| -13% | -$185K | 0.14% | 117 |
|
|
2022
Q3 | $1.25K | Sell |
44,461
-1,202
| -3% | -$34 | 0.12% | 107 |
|
|
2022
Q2 | $1.33M | Buy |
+45,663
| New | +$1.33M | 0.16% | 112 |
|