Atria Wealth Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Sell	25,514 -17,518	-41%	-$1.21M	0.04%	428
2025 Q1	$2.99M	Buy	43,032 +23,297	+118%	+$1.65M	0.04%	500
2024 Q4	$1.36M	Sell	19,735 -1,421	-7%	-$97.6K	0.01%	804
2024 Q3	$1.35M	Buy	21,156 +1,964	+10%	+$121K	0.01%	803
2024 Q2	$1.11M	Sell	19,192 -7,917	-29%	-$458K	0.01%	851
2024 Q1	$1.61M	Buy	27,109 +251	+0.9%	+$14K	0.02%	705
2023 Q4	$1.44M	Buy	26,858 +6,504	+32%	+$317K	0.02%	724
2023 Q3	$948K	Sell	20,354 -4,815	-19%	-$233K	0.01%	836
2023 Q2	$1.18M	Sell	25,169 -9,857	-28%	-$448K	0.02%	772
2023 Q1	$1.58M	Sell	35,026 -9,554	-21%	-$468K	0.02%	625
2022 Q4	$2.14M	Buy	44,580 +1,292	+3%	+$61.8K	0.03%	492
2022 Q3	$1.87M	Sell	43,288 -1,927	-4%	-$90.6K	0.03%	511
2022 Q2	$2.02M	Buy	45,215 +4,129	+10%	+$202K	0.04%	446
2022 Q1	$2.23M	Buy	+41,086	New	+$2.28M	0.04%	454