Fidelity fund shares owned by Beirne Wealth Consulting Services
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Beirne Wealth Consulting Services
from 13F filings
Historical chart of Beirne Wealth Consulting Services investment in Fidelity fund
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All positions including Fidelity fund held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $509k | 19k | 26.55 |
2024-06-30 | $487k | 19k | 25.18 |
2024-03-31 | $536k | 21k | 25.43 |
2023-12-31 | $514k | 21k | 24.42 |
2023-09-30 | $495k | 21k | 23.29 |
2023-06-30 | $495k | 21k | 23.29 |
2023-03-31 | $506k | 22k | 22.64 |
2022-12-31 | $581k | 28k | 21.08 |
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