Charter Oak Capital Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-207
| Closed | -$6K | – | 414 |
|
|
2022
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $6K | Hold |
207
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $6K | Hold |
207
| – | – | ﹤0.01% | 671 |
|
|
2021
Q3 | $6K | Hold |
207
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 633 |
|
|
2021
Q1 | $6K | Hold |
207
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $6K | Buy |
+207
| New | +$6K | ﹤0.01% | 571 |
|