Madison Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,387
| Closed | -$217K | – | 86 |
|
|
2022
Q4 | $217K | Buy |
+3,387
| New | +$217K | 0.13% | 75 |
|
|
2022
Q3 | – | Sell |
-3,367
| Closed | -$204K | – | 72 |
|
|
2022
Q2 | $204K | Sell |
3,367
-445
| -12% | -$27K | 0.13% | 75 |
|
|
2022
Q1 | $250K | Sell |
3,812
-107
| -3% | -$7.02K | 0.14% | 60 |
|
|
2021
Q4 | $269K | Sell |
3,919
-57
| -1% | -$3.91K | 0.14% | 57 |
|
|
2021
Q3 | $254K | Sell |
3,976
-378
| -9% | -$24.1K | 0.14% | 56 |
|
|
2021
Q2 | $278K | Sell |
4,354
-13
| -0.3% | -$830 | 0.16% | 51 |
|
|
2021
Q1 | $252K | Hold |
4,367
| – | – | 0.18% | 42 |
|
|
2020
Q4 | $252K | Buy |
+4,367
| New | +$252K | 0.17% | 43 |
|