Court Place Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $637K | Hold |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $683K | Hold |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $676K | Hold |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $902K | Sell |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $688K | Sell |
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|
2020
Q3 | $578K | Buy |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $510K | Buy |
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|
2019
Q4 | $771K | Sell |
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|
2019
Q3 | $714K | Sell |
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|
2019
Q2 | $776K | Sell |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $723K | Buy |
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|
2018
Q3 | $844K | Buy |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $761K | Buy |
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|
2017
Q4 | $768K | Buy |
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|
2017
Q3 | $715K | Buy |
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|
2017
Q2 | $470K | Buy |
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|
2017
Q1 | $295K | Hold |
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|
2016
Q4 | $290K | Hold |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $231K | Buy |
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