PIA
Panoramic Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
3,900
-175
| -4% | -$13K | 0.18% | 93 |
|
|
2025
Q1 | $283K | Hold |
4,075
| – | – | 0.19% | 89 |
|
|
2024
Q4 | $280K | Hold |
4,075
| – | – | 0.18% | 96 |
|
|
2024
Q3 | $260K | Buy |
+4,075
| New | +$260K | 0.18% | 100 |
|
|
2024
Q1 | $253K | Sell |
4,255
-1,000
| -19% | -$59.4K | 0.19% | 100 |
|
|
2023
Q4 | $281K | Sell |
5,255
-100
| -2% | -$5.36K | 0.24% | 81 |
|
|
2023
Q3 | $249K | Buy |
+5,355
| New | +$249K | 0.23% | 85 |
|
|
2022
Q4 | $342K | Buy |
+7,130
| New | +$342K | 0.35% | 64 |
|