Atria Wealth Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
25,514
-17,518
| -41% | -$1.32M | 0.04% | 428 |
|
|
2025
Q1 | $2.99M | Buy |
43,032
+23,297
| +118% | +$1.62M | 0.04% | 497 |
|
|
2024
Q4 | $1.36M | Sell |
19,735
-1,421
| -7% | -$97.6K | 0.01% | 801 |
|
|
2024
Q3 | $1.35M | Buy |
21,156
+1,964
| +10% | +$125K | 0.01% | 798 |
|
|
2024
Q2 | $1.11M | Sell |
19,192
-7,917
| -29% | -$459K | 0.01% | 846 |
|
|
2024
Q1 | $1.61M | Buy |
27,109
+251
| +0.9% | +$14.9K | 0.02% | 703 |
|
|
2023
Q4 | $1.44M | Buy |
26,858
+6,504
| +32% | +$348K | 0.02% | 719 |
|
|
2023
Q3 | $948K | Sell |
20,354
-4,815
| -19% | -$224K | 0.01% | 833 |
|
|
2023
Q2 | $1.18M | Sell |
25,169
-9,857
| -28% | -$464K | 0.02% | 769 |
|
|
2023
Q1 | $1.58M | Sell |
35,026
-9,554
| -21% | -$431K | 0.02% | 624 |
|
|
2022
Q4 | $2.14M | Buy |
44,580
+1,292
| +3% | +$61.9K | 0.03% | 491 |
|
|
2022
Q3 | $1.87M | Sell |
43,288
-1,927
| -4% | -$83K | 0.03% | 508 |
|
|
2022
Q2 | $2.02M | Buy |
45,215
+4,129
| +10% | +$184K | 0.04% | 430 |
|
|
2022
Q1 | $2.23M | Buy |
+41,086
| New | +$2.23M | 0.04% | 454 |
|