LWM
LongView Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
7,562
+569
| +8% | +$42.1K | 0.17% | 109 |
|
|
2025
Q1 | $486K | Buy |
6,993
+373
| +6% | +$25.9K | 0.15% | 116 |
|
|
2024
Q4 | $455K | Buy |
6,620
+1,640
| +33% | +$113K | 0.14% | 123 |
|
|
2024
Q3 | $318K | Buy |
4,980
+330
| +7% | +$21.1K | 0.1% | 159 |
|
|
2024
Q2 | $269K | Buy |
+4,650
| New | +$269K | 0.1% | 159 |
|