AWM
Avior Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66
| Closed | -$4.58K | – | 1309 |
|
|
2024
Q4 | $4.58K | Buy |
+66
| New | +$4.58K | ﹤0.01% | 1885 |
|
|
2024
Q2 | – | Sell |
-77
| Closed | -$4.6K | – | 2793 |
|
|
2024
Q1 | $4.6K | Hold |
77
| – | – | ﹤0.01% | 2107 |
|
|
2023
Q4 | $4.15K | Hold |
77
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q3 | $3.61K | Hold |
77
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q2 | $3.65K | Hold |
77
| – | – | ﹤0.01% | 1262 |
|
|
2023
Q1 | $3.49K | Hold |
77
| – | – | ﹤0.01% | 1305 |
|
|
2022
Q4 | $3.71K | Hold |
77
| – | – | ﹤0.01% | 990 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 980 |
|
|
2022
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 909 |
|
|
2022
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 921 |
|
|
2021
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 914 |
|
|
2021
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 873 |
|
|
2021
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 838 |
|
|
2021
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 794 |
|
|
2020
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 679 |
|
|
2019
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 698 |
|
|
2019
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 665 |
|
|
2018
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 662 |
|
|
2018
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 688 |
|
|
2018
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 422 |
|