Maltin Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.98M | Sell |
56,546
-2,319
| -4% | -$171K | 1.52% | 22 |
|
|
2025
Q4 | $4.37M | Buy |
58,865
+1,417
| +2% | +$102K | 1.74% | 18 |
|
|
2025
Q3 | $3.84M | Buy |
57,448
+1,192
| +2% | +$77K | 1.59% | 23 |
|
|
2025
Q2 | $3.6M | Buy |
56,256
+2,107
| +4% | +$134K | 1.62% | 22 |
|
|
2025
Q1 | $3.7M | Buy |
54,149
+4,837
| +10% | +$332K | 1.74% | 16 |
|
|
2024
Q4 | $3.22M | Buy |
49,312
+245
| +0.5% | +$17K | 1.58% | 20 |
|
|
2024
Q3 | $3.57M | Buy |
49,067
+1,346
| +3% | +$96.3K | 1.74% | 16 |
|
|
2024
Q2 | $3.27M | Buy |
47,721
+244
| +0.5% | +$16.5K | 1.76% | 15 |
|
|
2024
Q1 | $3.31M | Buy |
47,477
+2,442
| +5% | +$165K | 1.86% | 13 |
|
|
2023
Q4 | $2.91M | Buy |
45,035
+873
| +2% | +$53.3K | 1.86% | 13 |
|
|
2023
Q3 | $2.68M | Buy |
44,162
+1,779
| +4% | +$112K | 1.87% | 12 |
|
|
2023
Q2 | $2.68M | Buy |
42,383
+383
| +0.9% | +$24K | 1.89% | 13 |
|
|
2023
Q1 | $2.58M | Buy |
42,000
+873
| +2% | +$54.2K | 1.86% | 15 |
|
|
2022
Q4 | $2.63M | Buy |
41,127
+2,481
| +6% | +$155K | 1.92% | 13 |
|
|
2022
Q3 | $2.23M | Buy |
38,646
+2,649
| +7% | +$163K | 1.76% | 14 |
|
|
2022
Q2 | $2.18M | Buy |
35,997
+547
| +2% | +$34K | 1.58% | 16 |
|
|
2022
Q1 | $2.33M | Buy |
35,450
+791
| +2% | +$50.4K | 1.54% | 15 |
|
|
2021
Q4 | $2.38M | Buy |
34,659
+1,024
| +3% | +$67.3K | 1.43% | 19 |
|
|
2021
Q3 | $2.15M | Sell |
33,635
-898
| -3% | -$59.4K | 1.32% | 24 |
|
|
2021
Q2 | $2.2M | Buy |
34,533
+1,153
| +3% | +$71K | 1.34% | 22 |
|
|
2021
Q1 | $1.97M | Sell |
33,380
-770
| -2% | -$45.5K | 1.28% | 22 |
|
|
2020
Q4 | $1.97M | Sell |
34,150
-4,081
| -11% | -$225K | 1.38% | 18 |
|
|
2020
Q3 | $2.01M | Sell |
38,231
-20,136
| -34% | -$1.05M | 1.43% | 19 |
|
|
2020
Q2 | $2.9M | Sell |
58,367
-16,025
| -22% | -$777K | 2.19% | 12 |
|
|
2020
Q1 | $3.2M | Buy |
74,392
+27,616
| +59% | +$1.31M | 2.72% | 7 |
|
|
2019
Q4 | $2.33M | Buy |
+46,776
| New | +$2.17M | 1.5% | 24 |
|
Other funds holding FHLC
AWM
AM
WAM
KAS