Geneos Wealth Management’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 | $77K | Buy |
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|
2025
Q2 | $46.4K | Sell |
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|
2025
Q1 | $91.1K | Buy |
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|
2024
Q4 | $43K | Hold |
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|
2024
Q3 | $40K | Hold |
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|
2024
Q2 | $36.3K | Hold |
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|
2024
Q1 | $37.2K | Sell |
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|
2023
Q4 | $35.1K | Sell |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $28.2K | Sell |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $132K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $103K | Sell |
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $174K | Buy |
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|
2018
Q2 | $27K | Sell |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $96K | Buy |
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|
2017
Q3 | $78K | Sell |
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|
2017
Q2 | $84K | Sell |
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|
2017
Q1 | $11.5M | Buy |
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|
2016
Q4 | $54K | Buy |
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|
2016
Q3 | $16K | Buy |
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|
2016
Q2 | $15K | Buy |
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|
2016
Q1 | $15K | Buy |
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