Birchcreek Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
19,051
+3,969
| +26% | +$254K | 0.69% | 30 |
|
|
2025
Q1 | $1.03M | Sell |
15,082
-1,473
| -9% | -$101K | 0.65% | 31 |
|
|
2024
Q4 | $1.08M | Sell |
16,555
-2,378
| -13% | -$155K | 0.68% | 31 |
|
|
2024
Q3 | $1.38M | Buy |
18,933
+482
| +3% | +$35.1K | 0.9% | 23 |
|
|
2024
Q2 | $1.27M | Sell |
18,451
-2,317
| -11% | -$159K | 0.71% | 31 |
|
|
2024
Q1 | $1.45M | Sell |
20,768
-2,654
| -11% | -$185K | 0.76% | 30 |
|
|
2023
Q4 | $1.52M | Sell |
23,422
-1,753
| -7% | -$113K | 0.91% | 27 |
|
|
2023
Q3 | $1.53M | Sell |
25,175
-13,796
| -35% | -$836K | 1.03% | 23 |
|
|
2023
Q2 | $2.46M | Sell |
38,971
-2,776
| -7% | -$175K | 1.72% | 15 |
|
|
2023
Q1 | $2.57M | Sell |
41,747
-3,339
| -7% | -$205K | 2.03% | 14 |
|
|
2022
Q4 | $2.88M | Sell |
45,086
-542
| -1% | -$34.7K | 2.57% | 8 |
|
|
2022
Q3 | $2.63M | Sell |
45,628
-6,386
| -12% | -$368K | 2.44% | 10 |
|
|
2022
Q2 | $3.16M | Buy |
52,014
+11,625
| +29% | +$705K | 2.83% | 7 |
|
|
2022
Q1 | $2.65M | Buy |
40,389
+6,294
| +18% | +$413K | 2.35% | 11 |
|
|
2021
Q4 | $2.34M | Buy |
34,095
+1,412
| +4% | +$96.9K | 2.04% | 13 |
|
|
2021
Q3 | $2.09M | Sell |
32,683
-2,431
| -7% | -$155K | 1.95% | 14 |
|
|
2021
Q2 | $2.24M | Sell |
35,114
-1,915
| -5% | -$122K | 2.16% | 11 |
|
|
2021
Q1 | $2.18M | Buy |
37,029
+19,392
| +110% | +$1.14M | 2.31% | 11 |
|
|
2020
Q4 | $1.02M | Buy |
+17,637
| New | +$1.02M | 1% | 28 |
|