Creative Planning’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 | $1.15M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Sell |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $4K | Buy |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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