A detailed history of Kowal Investment Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kowal Investment Group, LLC holds 636,549 shares of FBCG stock, worth $28.4 Million. This represents 5.06% of its overall portfolio holdings.

Number of Shares
636,549
Previous 659,969 3.55%
Holding current value
$28.4 Million
Previous $28 Million 2.8%
% of portfolio
5.06%
Previous 5.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$37.45 - $44.25 $877,079 - $1.04 Million
-23,420 Reduced 3.55%
636,549 $27.2 Million
Q2 2024

Aug 13, 2024

BUY
$35.75 - $42.83 $22.9 Million - $27.5 Million
641,259 Added 3427.36%
659,969 $28 Million
Q1 2024

Apr 18, 2024

BUY
$32.19 - $38.84 $602,274 - $726,696
18,710 New
18,710 $719,000

Others Institutions Holding FBCG

About FIDELITY COVINGTON TR BLUE CHI


  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.