180 Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,503
| Closed | -$302K | – | 263 |
|
|
2019
Q2 | $302K | Sell |
7,503
-856
| -10% | -$34.5K | 0.14% | 181 |
|
|
2019
Q1 | $334K | Sell |
8,359
-5,567
| -40% | -$222K | 0.15% | 172 |
|
|
2018
Q4 | $562K | Sell |
13,926
-300
| -2% | -$12.1K | 0.26% | 118 |
|
|
2018
Q3 | $574K | Sell |
14,226
-80
| -0.6% | -$3.23K | 0.27% | 116 |
|
|
2018
Q2 | $561K | Buy |
14,306
+6,309
| +79% | +$247K | 0.28% | 111 |
|
|
2018
Q1 | $324K | Buy |
+7,997
| New | +$324K | 0.17% | 156 |
|