Caldwell Trust’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Hold |
600
|
|
||||
|
2025
Q1 | $41.7K | Hold |
600
|
|
||||
|
2024
Q4 | $41.2K | Hold |
600
|
|
||||
|
2024
Q3 | $38.3K | Hold |
600
|
|
||||
|
2024
Q2 | $34.8K | Hold |
600
|
|
||||
|
2024
Q1 | $35.6K | Hold |
600
|
|
||||
|
2023
Q4 | $32.1K | Hold |
600
|
|
||||
|
2023
Q3 | $27.9K | Hold |
600
|
|
||||
|
2023
Q2 | $28.2K | Hold |
600
|
|
||||
|
2023
Q1 | $27.1K | Hold |
600
|
|
||||
|
2022
Q4 | $28.8K | Hold |
600
|
|
||||
|
2022
Q3 | $25.8K | Hold |
600
|
|
||||
|
2022
Q2 | $26.8K | Hold |
600
|
|
||||
|
2022
Q1 | $32.5K | Hold |
600
|
|
||||
|
2021
Q4 | $33.6K | Hold |
600
|
|
||||
|
2021
Q3 | $32.2K | Hold |
600
|
|
||||
|
2021
Q2 | $31.4K | Buy |
+600
|
|