Monumental Financial Group’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
2024 Q3	$9.03M	Buy	124,049 +20,853	+20%	+$1.49M	3.35%	10
2024 Q2	$7.08M	Buy	103,196 +18,873	+22%	+$1.28M	3.09%	11
2024 Q1	$5.88M	Buy	84,323 +3,132	+4%	+$212K	3.13%	10
2023 Q4	$5.25M	Buy	81,191 +10,251	+14%	+$626K	3.13%	11
2023 Q3	$4.3M	Sell	70,940 -777	-1%	-$48.8K	2.86%	12
2023 Q2	$4.53M	Buy	71,717 +7,670	+12%	+$481K	3.05%	11
2023 Q1	$3.94M	Buy	64,047 +10,819	+20%	+$672K	2.82%	13
2022 Q4	$3.41M	Buy	53,228 +11,170	+27%	+$698K	2.75%	13
2022 Q3	$2.42M	Buy	42,058 +11,026	+36%	+$678K	2.3%	13
2022 Q2	$1.88M	Buy	31,032 +4,610	+17%	+$286K	1.73%	15
2022 Q1	$1.74M	Buy	26,422 +5,348	+25%	+$340K	1.43%	14
2021 Q4	$1.45M	Buy	21,074 +8,824	+72%	+$580K	1.04%	14
2021 Q3	$782K	Buy	12,250 +1,215	+11%	+$80.3K	0.62%	14
2021 Q2	$703K	Sell	11,035 -101,622	-90%	-$6.26M	0.6%	13
2021 Q1	$6.64M	Buy	+112,657	New	+$6.66M	6.34%	6