Godsey & Gibb Inc’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Godsey & Gibb Inc’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$21.8K	–	389
2024 Q3	$21.8K	Hold	300	–	–	﹤0.01%	255
2024 Q2	$20.6K	Hold	300	–	–	﹤0.01%	248
2024 Q1	$20.9K	Hold	300	–	–	﹤0.01%	222
2023 Q4	$19.4K	Hold	300	–	–	﹤0.01%	223
2023 Q3	$18.2K	Hold	300	–	–	﹤0.01%	213
2023 Q2	$18.9K	Hold	300	–	–	﹤0.01%	226
2023 Q1	$18.4K	Hold	300	–	–	﹤0.01%	210
2022 Q4	$19.2K	Buy	+300	New	+$18.8K	﹤0.01%	160
2022 Q2	–	Sell	-300	Closed	-$20K	–	124
2022 Q1	$20K	Buy	+300	New	+$19.1K	0.01%	71
2021 Q4	–	Sell	-300	Closed	-$19K	–	111
2021 Q3	$19K	Hold	300	–	–	0.01%	63
2021 Q2	$19K	Buy	+300	New	+$18.5K	0.01%	64

Other funds holding FHLC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return