Accel Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,926
| Closed | -$118K | – | 402 |
|
|
2023
Q1 | $118K | Sell |
1,926
-268
| -12% | -$16.5K | 0.05% | 296 |
|
|
2022
Q4 | $140K | Hold |
2,194
| – | – | 0.07% | 199 |
|
|
2022
Q3 | $132K | Hold |
2,194
| – | – | 0.07% | 211 |
|
|
2022
Q2 | $136K | Sell |
2,194
-319
| -13% | -$19.8K | 0.08% | 191 |
|
|
2022
Q1 | $167K | Sell |
2,513
-793
| -24% | -$52.7K | 0.09% | 179 |
|
|
2021
Q4 | $227K | Buy |
3,306
+196
| +6% | +$13.5K | 0.11% | 151 |
|
|
2021
Q3 | $198K | Sell |
3,110
-195
| -6% | -$12.4K | 0.13% | 135 |
|
|
2021
Q2 | $211K | Sell |
3,305
-49
| -1% | -$3.13K | 0.14% | 139 |
|
|
2021
Q1 | $198K | Buy |
3,354
+1
| +0% | +$59 | 0.16% | 135 |
|
|
2020
Q4 | $194K | Buy |
+3,353
| New | +$194K | 0.18% | 123 |
|