Wealth Enhancement Advisory Services’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.96M | Buy |
104,838
+9,304
| +10% | +$440K | 0.01% | 898 |
|
2025
Q1 | $4.13M | Buy |
95,534
+3,834
| +4% | +$166K | 0.01% | 901 |
|
2024
Q4 | $3.98M | Sell |
91,700
-1,779
| -2% | -$77.1K | 0.01% | 883 |
|
2024
Q3 | $4.05M | Buy |
93,479
+3,876
| +4% | +$168K | 0.01% | 795 |
|
2024
Q2 | $3.66M | Buy |
89,603
+761
| +0.9% | +$31.1K | 0.01% | 778 |
|
2024
Q1 | $3.5M | Sell |
88,842
-445
| -0.5% | -$17.5K | 0.01% | 767 |
|
2023
Q4 | $3.13M | Sell |
89,287
-7,665
| -8% | -$268K | 0.01% | 753 |
|
2023
Q3 | $3.11M | Buy |
+96,952
| New | +$3.11M | 0.01% | 700 |
|