Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,199
| Closed | -$41K | – | 619 |
|
|
2016
Q3 | $41K | Buy |
+1,199
| New | +$41K | 0.01% | 836 |
|
|
2015
Q4 | – | Sell |
-15,708
| Closed | -$497K | – | 702 |
|
|
2015
Q3 | $497K | Buy |
15,708
+3,473
| +28% | +$110K | 0.07% | 361 |
|
|
2015
Q2 | $443K | Sell |
12,235
-1,993
| -14% | -$72.2K | 0.06% | 387 |
|
|
2015
Q1 | $400K | Buy |
14,228
+6,590
| +86% | +$185K | 0.11% | 241 |
|
|
2014
Q4 | $250K | Buy |
+7,638
| New | +$250K | 0.04% | 517 |
|