Dynamic Advisor Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,065
Closed -$236K 949
2024
Q2
$236K Hold
4,065
0.01% 834
2024
Q1
$241K Sell
4,065
-20
-0.5% -$1.19K 0.01% 813
2023
Q4
$218K Sell
4,085
-1,180
-22% -$63.1K 0.01% 811
2023
Q3
$245K Sell
5,265
-2,805
-35% -$131K 0.01% 718
2023
Q2
$380K Buy
+8,070
New +$380K 0.02% 574