LWS Wealth Advisors’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
Q2 | – | Sell |
-133,115
| Closed | -$7.85M | – | 60 |
|
|
2021
Q1 | $7.85M | Buy |
133,115
+967
| +0.7% | +$57K | 3.56% | 12 |
|
|
2020
Q4 | $7.63M | Buy |
132,148
+1,697
| +1% | +$98K | 3.43% | 11 |
|
|
2020
Q3 | $6.86M | Buy |
130,451
+8,789
| +7% | +$462K | 3.37% | 11 |
|
|
2020
Q2 | $6.06M | Buy |
121,662
+61,112
| +101% | +$3.04M | 3.17% | 12 |
|
|
2020
Q1 | $2.6M | Buy |
60,550
+869
| +1% | +$37.4K | 1.69% | 17 |
|
|
2019
Q4 | $2.97M | Buy |
+59,681
| New | +$2.97M | 1.53% | 16 |
|