Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Blue Chi Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 445 shares of FBCG stock, worth $18,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
445
Previous 443 0.45%
Holding current value
$18,520
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$42.05 - $48.31 $84 - $96
2 Added 0.45%
445 $20,000
Q3 2024

Nov 14, 2024
SELL
$37.45 - $44.25 $50,295 - $59,427
-1,343 Reduced 75.2%
443 $18,000
Q1 2024

May 10, 2024
BUY
$32.19 - $38.84 $14,260 - $17,206
443 Added 32.99%
1,786 $68,000
Q3 2023

Nov 09, 2023
BUY
$28.47 - $31.35 $38,235 - $42,103
1,343 New
1,343 $38,000

Others Institutions Holding FBCG

# of Institutions
185
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
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