Charter Oak Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $942K | Buy |
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|
2023
Q1 | $905K | Buy |
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|
2022
Q4 | $734K | Buy |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $847K | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $208K | Buy |
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