Liberty Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-753	Closed	-$48K	–	481
2021 Q3	$48K	Hold	753	–	–	0.02%	433
2021 Q2	$48K	Sell	753 -260	-26%	-$16K	0.02%	324
2021 Q1	$60K	Hold	1,013	–	–	0.03%	248
2020 Q4	$60K	Buy	1,013 +1	+0.1%	+$55	0.03%	246
2020 Q3	$53K	Buy	1,012 +1	+0.1%	+$52	0.03%	221
2020 Q2	$50K	Buy	1,011 +1	+0.1%	+$48	0.04%	222
2020 Q1	$43K	Buy	1,010 +1	+0.1%	+$47	0.04%	228
2019 Q4	$50K	Buy	1,009 +754	+296%	+$35K	0.04%	245
2019 Q3	$11K	Buy	255 +1	+0.4%	+$44	0.01%	498
2019 Q2	$11K	Buy	254 +1	+0.4%	+$44	0.01%	500
2019 Q1	$11K	Buy	253 +3	+1%	+$131	0.01%	420
2018 Q4	$10K	Buy	+250	New	+$11K	0.01%	427

Other funds holding FHLC

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

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Commonwealth Equity Services

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

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return