D.B. Root & Company’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
Q2 | $359K | Sell |
|
|||||
|
2025
Q1 | $356K | Sell |
|
|||||
|
2024
Q4 | $370K | Sell |
|
|||||
|
2024
Q3 | $380K | Sell |
|
|||||
|
2024
Q2 | $347K | Hold |
|
|||||
|
2024
Q1 | $355K | Hold |
|
|||||
|
2023
Q4 | $320K | Hold |
|
|||||
|
2023
Q3 | $279K | Hold |
|
|||||
|
2023
Q2 | $282K | Hold |
|
|||||
|
2023
Q1 | $270K | Hold |
|
|||||
|
2022
Q4 | $287K | Sell |
|
|||||
|
2022
Q3 | $270K | Hold |
|
|||||
|
2022
Q2 | $280K | Hold |
|
|||||
|
2022
Q1 | $340K | Sell |
|
|||||
|
2021
Q4 | $365K | Hold |
|
|||||
|
2021
Q3 | $351K | Hold |
|
|||||
|
2021
Q2 | $342K | Sell |
|
|||||
|
2021
Q1 | $330K | Buy |
|
|||||
|
2020
Q4 | $276K | Hold |
|
|||||
|
2020
Q3 | $221K | Hold |
|
|||||
|
2020
Q2 | $216K | Sell |
|
|||||
|
2020
Q1 | $291K | Buy |
|
|||||
|
2019
Q4 | $384K | Sell |
|
|||||
|
2019
Q3 | $374K | Hold |
|
|||||
|
2019
Q2 | $369K | Hold |
|
|||||
|
2019
Q1 | $346K | Hold |
|
|||||
|
2018
Q4 | $319K | Buy |
|
|||||
|
2018
Q3 | $296K | Sell |
|
|||||
|
2018
Q2 | $336K | Hold |
|
|||||
|
2018
Q1 | $347K | Buy |
|
|||||
|
2017
Q4 | $279K | Buy |
|