Buttonwood Financial Advisors’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 | $12.1M | Buy |
189,730
+7,904
| +4% | +$505K | 4.87% | 4 |
|
|
2025
Q1 | $12.4M | Buy |
181,826
+3,162
| +2% | +$216K | 5.46% | 3 |
|
|
2024
Q4 | $11.7M | Buy |
178,664
+8,144
| +5% | +$532K | 5.13% | 3 |
|
|
2024
Q3 | $12.4M | Buy |
170,520
+244
| +0.1% | +$17.8K | 5.41% | 2 |
|
|
2024
Q2 | $11.7M | Sell |
170,276
-1,061
| -0.6% | -$72.8K | 5.51% | 3 |
|
|
2024
Q1 | $12M | Buy |
171,337
+25,510
| +17% | +$1.78M | 5.62% | 3 |
|
|
2023
Q4 | $9.43M | Buy |
145,827
+4,602
| +3% | +$298K | 5.14% | 3 |
|
|
2023
Q3 | $8.56M | Buy |
141,225
+7,458
| +6% | +$452K | 5.42% | 3 |
|
|
2023
Q2 | $8.44M | Buy |
133,767
+2,035
| +2% | +$128K | 5.29% | 4 |
|
|
2023
Q1 | $8.1M | Sell |
131,732
-577
| -0.4% | -$35.5K | 6.28% | 4 |
|
|
2022
Q4 | $8.47M | Sell |
132,309
-426
| -0.3% | -$27.3K | 7.12% | 2 |
|
|
2022
Q3 | $7.85M | Buy |
132,735
+527
| +0.4% | +$31.2K | 7.08% | 2 |
|
|
2022
Q2 | $8.02M | Buy |
132,208
+3,635
| +3% | +$221K | 7.24% | 2 |
|
|
2022
Q1 | $8.44M | Buy |
128,573
+3,817
| +3% | +$251K | 7.62% | 2 |
|
|
2021
Q4 | $8.57M | Buy |
+124,756
| New | +$8.57M | 8.38% | 2 |
|