KCM Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
3,859
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $268K | Hold |
3,859
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $265K | Sell |
3,859
-22
| -0.6% | -$1.51K | 0.01% | 327 |
|
|
2024
Q3 | $248K | Hold |
3,881
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $225K | Buy |
3,881
+145
| +4% | +$8.4K | 0.01% | 350 |
|
|
2024
Q1 | $222K | Buy |
+3,736
| New | +$222K | 0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-4,214
| Closed | -$228K | – | 396 |
|
|
2022
Q1 | $228K | Hold |
4,214
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $236K | Hold |
4,214
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $226K | Buy |
+4,214
| New | +$226K | 0.01% | 365 |
|