BOK Financial Private Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$4.29K | – | 492 |
|
|
2023
Q4 | $4.29K | Buy |
+70
| New | +$4.29K | ﹤0.01% | 407 |
|
|
2022
Q1 | – | Sell |
-5,413
| Closed | -$304K | – | 319 |
|
|
2021
Q4 | $304K | Buy |
+5,413
| New | +$304K | 0.02% | 223 |
|
|
2020
Q2 | – | Sell |
-40,835
| Closed | -$1.24M | – | 173 |
|
|
2020
Q1 | $1.24M | Buy |
40,835
+32,424
| +385% | +$987K | 0.15% | 94 |
|
|
2019
Q4 | $354K | Buy |
+8,411
| New | +$354K | 0.03% | 144 |
|