Hilltop Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,278
| Closed | -$214K | – | 54 |
|
|
2024
Q4 | $214K | Buy |
3,278
+6
| +0.2% | +$392 | 0.11% | 49 |
|
|
2024
Q3 | $238K | Buy |
3,272
+55
| +2% | +$4K | 0.11% | 48 |
|
|
2024
Q2 | $221K | Buy |
3,217
+15
| +0.5% | +$1.03K | 0.11% | 47 |
|
|
2024
Q1 | $223K | Sell |
3,202
-309
| -9% | -$21.6K | 0.11% | 43 |
|
|
2023
Q4 | $227K | Sell |
3,511
-69
| -2% | -$4.46K | 0.13% | 36 |
|
|
2023
Q3 | $217K | Hold |
3,580
| – | – | 0.17% | 33 |
|
|
2023
Q2 | $226K | Buy |
+3,580
| New | +$226K | 0.17% | 32 |
|
|
2022
Q1 | – | Sell |
-6,038
| Closed | -$415K | – | 32 |
|
|
2021
Q4 | $415K | Buy |
6,038
+8
| +0.1% | +$550 | 0.29% | 24 |
|
|
2021
Q3 | $385K | Buy |
6,030
+8
| +0.1% | +$511 | 0.27% | 25 |
|
|
2021
Q2 | $384K | Buy |
6,022
+7
| +0.1% | +$446 | 0.27% | 24 |
|
|
2021
Q1 | $355K | Sell |
6,015
-39
| -0.6% | -$2.3K | 0.27% | 24 |
|
|
2020
Q4 | $350K | Buy |
6,054
+10
| +0.2% | +$578 | 0.31% | 22 |
|
|
2020
Q3 | $318K | Buy |
6,044
+9
| +0.1% | +$474 | 0.32% | 20 |
|
|
2020
Q2 | $300K | Sell |
6,035
-3,045
| -34% | -$151K | 0.33% | 22 |
|
|
2020
Q1 | $390K | Sell |
9,080
-6,606
| -42% | -$284K | 0.48% | 14 |
|
|
2019
Q4 | $780K | Buy |
+15,686
| New | +$780K | 0.81% | 13 |
|