SPA
Sentinel Pension Advisors’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 | $802K | Buy |
16,621
+554
| +3% | +$26.7K | 0.14% | 60 |
|
|
2025
Q1 | $642K | Buy |
16,067
+748
| +5% | +$29.9K | 0.12% | 63 |
|
|
2024
Q4 | $709K | Buy |
15,319
+5
| +0% | +$231 | 0.13% | 59 |
|
|
2024
Q3 | $655K | Hold |
15,314
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $650K | Buy |
15,314
+400
| +3% | +$17K | 0.13% | 64 |
|
|
2024
Q1 | $574K | Sell |
14,914
-335
| -2% | -$12.9K | 0.12% | 62 |
|
|
2023
Q4 | $508K | Sell |
15,249
-34
| -0.2% | -$1.13K | 0.12% | 60 |
|
|
2023
Q3 | $443K | Sell |
15,283
-519
| -3% | -$15K | 0.11% | 67 |
|
|
2023
Q2 | $470K | Buy |
15,802
+519
| +3% | +$15.4K | 0.11% | 66 |
|
|
2023
Q1 | $382K | Buy |
15,283
+1,030
| +7% | +$25.7K | 0.1% | 69 |
|
|
2022
Q4 | $301K | Buy |
14,253
+3,737
| +36% | +$78.8K | 0.09% | 68 |
|
|
2022
Q3 | $226K | Buy |
+10,516
| New | +$226K | 0.08% | 76 |
|