Lifeworks 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 | $290K | Buy |
3,913
+107
| +3% | +$7.92K | 0.04% | 254 |
|
|
2025
Q1 | $265K | Sell |
3,806
-17,914
| -82% | -$1.25M | 0.04% | 257 |
|
|
2024
Q4 | $1.49M | Buy |
21,720
+3,577
| +20% | +$246K | 0.27% | 95 |
|
|
2024
Q3 | $1.16M | Buy |
+18,143
| New | +$1.16M | 0.23% | 104 |
|
|
2022
Q3 | – | Sell |
-19,775
| Closed | -$883K | – | 137 |
|
|
2022
Q2 | $883K | Buy |
19,775
+3,733
| +23% | +$167K | 0.56% | 61 |
|
|
2022
Q1 | $869K | Buy |
16,042
+6,865
| +75% | +$372K | 0.57% | 60 |
|
|
2021
Q4 | $513K | Buy |
+9,177
| New | +$513K | 0.41% | 75 |
|