Artemis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
3,910
+14
| +0.4% | +$895 | 0.03% | 29 |
|
|
2025
Q1 | $266K | Buy |
3,896
+14
| +0.4% | +$956 | 0.06% | 20 |
|
|
2024
Q4 | $254K | Buy |
3,882
+16
| +0.4% | +$1.05K | 0.05% | 33 |
|
|
2024
Q3 | $281K | Buy |
3,866
+13
| +0.3% | +$947 | 0.03% | 27 |
|
|
2024
Q2 | $264K | Buy |
3,853
+13
| +0.3% | +$892 | 0.02% | 28 |
|
|
2024
Q1 | $268K | Buy |
3,840
+14
| +0.4% | +$977 | 0.03% | 28 |
|
|
2023
Q4 | $248K | Buy |
3,826
+13
| +0.3% | +$841 | 0.05% | 23 |
|
|
2023
Q3 | $231K | Hold |
3,813
| – | – | 0.04% | 27 |
|
|
2023
Q2 | $241K | Hold |
3,813
| – | – | 0.04% | 28 |
|
|
2023
Q1 | $234K | Sell |
3,813
-32
| -0.8% | -$1.97K | 0.06% | 22 |
|
|
2022
Q4 | $246K | Sell |
3,845
-1,304
| -25% | -$83.4K | 0.07% | 24 |
|
|
2022
Q3 | $297K | Hold |
5,149
| – | – | 0.08% | 22 |
|
|
2022
Q2 | $312K | Buy |
+5,149
| New | +$312K | 0.09% | 25 |
|