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Clear Point Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Clear Point Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-545
Closed -$39.7K – 253
2024
Q3 		$39.7K Buy
545
+1
+0.2% +$72 0.03% 220
2024
Q2 		$37.3K Buy
544
+2
+0.4% +$135 0.03% 214
2024
Q1 		$37.8K Buy
542
+52
+11% +$3.52K 0.03% 223
2023
Q4 		$31.7K Buy
+490
New +$29.9K 0.03% 224

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AM
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Morgan Stanley
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RWP
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MSWM
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WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return