Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-123
| Closed | -$7.12K | – | 603 |
|
|
2024
Q2 | $7.12K | Buy |
123
+1
| +0.8% | +$58 | ﹤0.01% | 417 |
|
|
2024
Q1 | $7.27K | Hold |
122
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $6.52K | Buy |
122
+1
| +0.8% | +$53 | ﹤0.01% | 358 |
|
|
2023
Q3 | $5.65K | Hold |
121
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $5.68K | Buy |
121
+1
| +0.8% | +$47 | ﹤0.01% | 308 |
|
|
2023
Q1 | $5.41K | Buy |
120
+51
| +74% | +$2.3K | ﹤0.01% | 311 |
|
|
2022
Q4 | $3.33K | Hold |
69
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 374 |
|
|
2022
Q2 | – | Sell |
-68
| Closed | -$4K | – | 480 |
|
|
2022
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 492 |
|