Meridian Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Buy |
16,554
+97
| +0.6% | +$7.18K | 0.05% | 276 |
|
2025
Q1 | $1.14M | Buy |
16,457
+1,356
| +9% | +$94.3K | 0.06% | 268 |
|
2024
Q4 | $1.04M | Sell |
15,101
-3,172
| -17% | -$218K | 0.05% | 287 |
|
2024
Q3 | $1.17M | Buy |
+18,273
| New | +$1.17M | 0.06% | 256 |
|
2017
Q2 | – | Sell |
-63,300
| Closed | -$2.23M | – | 169 |
|
2017
Q1 | $2.23M | Buy |
+63,300
| New | +$2.23M | 1.33% | 19 |
|