Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-180
| Closed | -$7K | – | 330 |
|
|
2019
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 529 |
|
|
2018
Q4 | $6K | Buy |
180
+30
| +20% | +$1K | ﹤0.01% | 535 |
|
|
2018
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 575 |
|
|
2018
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 568 |
|
|
2017
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2017
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 648 |
|
|
2017
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2017
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 559 |
|