CWP
Concord Wealth Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23
| Closed | -$1.05K | – | 1053 |
|
|
2023
Q1 | $1.05K | Hold |
23
| – | – | ﹤0.01% | 889 |
|
|
2022
Q4 | $1.11K | Buy |
+23
| New | +$1.11K | ﹤0.01% | 1044 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$1K | – | 502 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 1131 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1216 |
|