Congress Wealth 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
Q2
$1.33M Buy
20,777
+7,682
+59% +$489K 0.01% 638
2025
Q1
$895K Buy
13,095
+1,438
+12% +$98.7K 0.01% 659
2024
Q4
$762K Sell
11,657
-3,657
-24% -$254K 0.01% 563
2024
Q3
$1.11M Buy
15,314
+3,395
+28% +$243K 0.01% 501
2024
Q2
$818K Buy
11,919
+4,868
+69% +$329K 0.01% 459
2024
Q1
$492K Buy
7,051
+3,577
+103% +$242K 0.01% 452
2023
Q4
$225K Sell
3,474
-228
-6% -$13.9K ﹤0.01% 578
2023
Q3
$224K Sell
3,702
-401
-10% -$25.2K ﹤0.01% 567
2023
Q2
$259K Sell
4,103
-1,226
-23% -$76.9K 0.01% 502
2023
Q1
$328K Sell
5,329
-89
-2% -$5.52K 0.01% 475
2022
Q4
$347K Sell
5,418
-378
-7% -$23.6K 0.01% 457
2022
Q3
$334K Sell
5,796
-27
-0.5% -$1.66K 0.01% 455
2022
Q2
$353K Buy
5,823
+1,619
+39% +$100K 0.01% 449
2022
Q1
$276K Sell
4,204
-2,966
-41% -$189K 0.01% 528
2021
Q4
$493K Buy
+7,170
New +$471K 0.01% 467

Other funds holding FHLC