EP Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $169K | Buy |
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|
2024
Q3 | $122K | Buy |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $118K | Buy |
|