Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,013
| Closed | -$206K | – | 283 |
|
|
2020
Q1 | $206K | Hold |
7,013
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $312K | Hold |
7,013
| – | – | 0.02% | 231 |
|
|
2019
Q3 | $285K | Hold |
7,013
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $285K | Sell |
7,013
-1,088
| -13% | -$44.2K | 0.02% | 238 |
|
|
2019
Q1 | $304K | Hold |
8,101
| – | – | 0.02% | 229 |
|
|
2018
Q4 | $280K | Buy |
+8,101
| New | +$280K | 0.02% | 209 |
|