GWMIA
Global Wealth Management Investment Advisory’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$5.36K | – | 248 |
|
|
2023
Q4 | $5.36K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $4.66K | Hold |
100
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $4.71K | Buy |
+100
| New | +$4.71K | ﹤0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$4K | – | 259 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $6K | Sell |
100
-540
| -84% | -$32.4K | ﹤0.01% | 344 |
|
|
2021
Q3 | $34K | Buy |
+640
| New | +$34K | 0.01% | 224 |
|