D.L. Carlson Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $272K | Buy |
|
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|
2022
Q2 | $281K | Buy |
|
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|
2022
Q1 | $340K | Buy |
|
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|
2021
Q4 | $351K | Buy |
|
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $335K | Sell |
|
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $751K | Sell |
|
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $716K | Sell |
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|
2019
Q1 | $717K | Buy |
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|
2018
Q4 | $628K | Sell |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $826K | Buy |
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|
2017
Q3 | $686K | Sell |
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|
2017
Q2 | $3.81M | Buy |
|