KPW
Kore Private Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,022
| Closed | -$699K | – | 372 |
|
|
2021
Q3 | $699K | Hold |
13,022
| – | – | 0.07% | 195 |
|
|
2021
Q2 | $682K | Hold |
13,022
| – | – | 0.08% | 180 |
|
|
2021
Q1 | $637K | Hold |
13,022
| – | – | 0.09% | 165 |
|
|
2020
Q4 | $550K | Hold |
13,022
| – | – | 0.08% | 152 |
|
|
2020
Q3 | $440K | Buy |
13,022
+164
| +1% | +$5.54K | 0.09% | 146 |
|
|
2020
Q2 | $425K | Hold |
12,858
| – | – | 0.09% | 142 |
|
|
2020
Q1 | $378K | Buy |
+12,858
| New | +$378K | 0.09% | 140 |
|