Montag & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $682K | Sell |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $835K | Hold |
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|
2024
Q1 | $850K | Buy |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $292K | Buy |
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