AWM
FHLC icon

Accel Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Accel Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,926
Closed -$118K – 402
2023
Q1 		$118K Sell
1,926
-268
-12% -$16.6K 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% -$50.5K 0.09% 179
2021
Q4 		$227K Buy
3,306
+196
+6% +$12.9K 0.11% 151
2021
Q3 		$198K Sell
3,110
-195
-6% -$12.9K 0.13% 135
2021
Q2 		$211K Sell
3,305
-49
-1% -$3.02K 0.14% 139
2021
Q1 		$198K Buy
3,354
+1
+0% +$59 0.16% 135
2020
Q4 		$194K Buy
+3,353
New +$185K 0.18% 123

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FSC
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TIA
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Morgan Stanley
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LPL Financial
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return