Mariner Independent Advisor Network’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-27,578
| Closed | -$1.11M | – | 200 |
|
2018
Q1 | $1.11M | Buy |
27,578
+10,391
| +60% | +$419K | 0.07% | 205 |
|
2017
Q4 | $722K | Buy |
+17,187
| New | +$722K | 0.08% | 211 |
|
2017
Q2 | – | Sell |
-18,870
| Closed | -$943K | – | 235 |
|
2017
Q1 | $943K | Buy |
18,870
+8,399
| +80% | +$420K | 0.11% | 108 |
|
2016
Q4 | $362K | Buy |
+10,471
| New | +$362K | 0.06% | 140 |
|