MWM
Maltin 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 | $4.11M | Buy |
55,546
+892
| +2% | +$66K | 1.85% | 15 |
|
|
2025
Q1 | $3.8M | Buy |
54,654
+2,179
| +4% | +$151K | 1.78% | 15 |
|
|
2024
Q4 | $3.6M | Sell |
52,475
-2,618
| -5% | -$180K | 1.77% | 17 |
|
|
2024
Q3 | $3.52M | Buy |
55,093
+1,109
| +2% | +$70.8K | 1.71% | 18 |
|
|
2024
Q2 | $3.13M | Buy |
53,984
+1,283
| +2% | +$74.3K | 1.68% | 18 |
|
|
2024
Q1 | $3.13M | Buy |
52,701
+1,909
| +4% | +$113K | 1.76% | 14 |
|
|
2023
Q4 | $2.72M | Sell |
50,792
-2,035
| -4% | -$109K | 1.73% | 15 |
|
|
2023
Q3 | $2.46M | Buy |
52,827
+3,003
| +6% | +$140K | 1.72% | 16 |
|
|
2023
Q2 | $2.35M | Buy |
49,824
+1,860
| +4% | +$87.6K | 1.66% | 15 |
|
|
2023
Q1 | $2.16M | Sell |
47,964
-1,434
| -3% | -$64.7K | 1.56% | 18 |
|
|
2022
Q4 | $2.37M | Buy |
49,398
+3,441
| +7% | +$165K | 1.72% | 17 |
|
|
2022
Q3 | $1.98M | Buy |
45,957
+3,260
| +8% | +$140K | 1.56% | 17 |
|
|
2022
Q2 | $1.91M | Buy |
42,697
+2,132
| +5% | +$95.2K | 1.38% | 21 |
|
|
2022
Q1 | $2.2M | Buy |
40,565
+178
| +0.4% | +$9.64K | 1.45% | 19 |
|
|
2021
Q4 | $2.26M | Buy |
40,387
+401
| +1% | +$22.4K | 1.36% | 25 |
|
|
2021
Q3 | $2.15M | Sell |
39,986
-415
| -1% | -$22.3K | 1.32% | 23 |
|
|
2021
Q2 | $2.12M | Buy |
40,401
+2,658
| +7% | +$139K | 1.29% | 25 |
|
|
2021
Q1 | $1.85M | Buy |
37,743
+6,267
| +20% | +$307K | 1.2% | 25 |
|
|
2020
Q4 | $1.33M | Sell |
31,476
-2,940
| -9% | -$124K | 0.93% | 34 |
|
|
2020
Q3 | $1.16M | Sell |
34,416
-1,808
| -5% | -$61.1K | 0.83% | 37 |
|
|
2020
Q2 | $1.2M | Sell |
36,224
-18,810
| -34% | -$623K | 0.91% | 33 |
|
|
2020
Q1 | $1.62M | Sell |
55,034
-10,075
| -15% | -$296K | 1.37% | 23 |
|
|
2019
Q4 | $2.89M | Buy |
+65,109
| New | +$2.89M | 1.87% | 16 |
|