Spire Wealth Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,260
| Closed | -$108K | – | 2342 |
|
2022
Q3 | $108K | Sell |
4,260
-3,732
| -47% | -$94.6K | 0.01% | 682 |
|
2022
Q2 | $215K | Buy |
7,992
+853
| +12% | +$22.9K | 0.01% | 739 |
|
2022
Q1 | $210K | Sell |
7,139
-1,804
| -20% | -$53.1K | 0.01% | 872 |
|
2021
Q4 | $263K | Buy |
8,943
+546
| +7% | +$16.1K | 0.01% | 966 |
|
2021
Q3 | $234K | Buy |
8,397
+4,192
| +100% | +$117K | 0.01% | 858 |
|
2021
Q2 | $119K | Buy |
4,205
+3
| +0.1% | +$85 | ﹤0.01% | 1130 |
|
2021
Q1 | $112K | Buy |
+4,202
| New | +$112K | ﹤0.01% | 1356 |
|