Panoramic Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
3,314
-357
| -10% | -$22.8K | 0.13% | 114 |
|
|
2025
Q1 | $251K | Buy |
3,671
+11
| +0.3% | +$752 | 0.17% | 100 |
|
|
2024
Q4 | $239K | Buy |
3,660
+12
| +0.3% | +$784 | 0.16% | 102 |
|
|
2024
Q3 | $266K | Buy |
+3,648
| New | +$266K | 0.18% | 97 |
|
|
2024
Q1 | $275K | Sell |
3,939
-304
| -7% | -$21.2K | 0.2% | 88 |
|
|
2023
Q4 | $275K | Sell |
4,243
-432
| -9% | -$27.9K | 0.24% | 84 |
|
|
2023
Q3 | $283K | Buy |
+4,675
| New | +$283K | 0.26% | 76 |
|
|
2022
Q4 | $308K | Buy |
+4,808
| New | +$308K | 0.32% | 70 |
|