Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-433
| Closed | -$20.2K | – | 486 |
|
|
2023
Q3 | $20.2K | Hold |
433
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $21.4K | Hold |
433
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $20K | Sell |
433
-1,473
| -77% | -$67.9K | 0.01% | 341 |
|
|
2022
Q4 | $91.4K | Hold |
1,906
| – | – | 0.03% | 171 |
|
|
2022
Q3 | $82K | Hold |
1,906
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $85K | Sell |
1,906
-3,050
| -62% | -$136K | 0.03% | 186 |
|
|
2022
Q1 | $268K | Buy |
4,956
+4,356
| +726% | +$236K | 0.09% | 105 |
|
|
2021
Q4 | $34K | Hold |
600
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $32K | Buy |
+600
| New | +$32K | 0.01% | 246 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$24K | – | 230 |
|
|
2021
Q1 | $24K | Buy |
+500
| New | +$24K | 0.01% | 275 |
|