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