KFA Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-103,859
| Closed | -$6M | – | 76 |
|
|
2020
Q4 | $6M | Buy |
103,859
+9,611
| +10% | +$555K | 3.81% | 8 |
|
|
2020
Q3 | $4.96M | Buy |
94,248
+8,340
| +10% | +$439K | 3.72% | 9 |
|
|
2020
Q2 | $4.28M | Buy |
85,908
+5,715
| +7% | +$284K | 4.11% | 6 |
|
|
2020
Q1 | $3.45M | Buy |
80,193
+3,762
| +5% | +$162K | 4.08% | 6 |
|
|
2019
Q4 | $3.8M | Buy |
+76,431
| New | +$3.8M | 3.49% | 7 |
|