Acorn Financial Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $701K | Buy |
9,471
+2,415
| +34% | +$179K | 0.12% | 91 |
|
2025
Q1 | $491K | Buy |
7,056
+568
| +9% | +$39.5K | 0.09% | 109 |
|
2024
Q4 | $446K | Buy |
6,488
+723
| +13% | +$49.7K | 0.07% | 128 |
|
2024
Q3 | $368K | Buy |
5,765
+1
| +0% | +$64 | 0.07% | 138 |
|
2024
Q2 | $334K | Buy |
5,764
+1,255
| +28% | +$72.7K | 0.06% | 144 |
|
2024
Q1 | $268K | Buy |
+4,509
| New | +$268K | 0.05% | 172 |
|