BWM
Buska Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $986K | Sell |
15,412
-2,064
| -12% | -$132K | 0.27% | 27 |
|
2025
Q1 | $1.19M | Sell |
17,476
-1,144
| -6% | -$78.2K | 0.37% | 28 |
|
2024
Q4 | $1.22M | Sell |
18,620
-3,813
| -17% | -$249K | 0.39% | 27 |
|
2024
Q3 | $1.63M | Sell |
22,433
-6,078
| -21% | -$442K | 0.57% | 23 |
|
2024
Q2 | $1.96M | Sell |
28,511
-8,604
| -23% | -$590K | 0.78% | 21 |
|
2024
Q1 | $2.59M | Buy |
+37,115
| New | +$2.59M | 1.14% | 19 |
|