PGWM
Pitti Group Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,571
| Closed | -$1.28M | – | 64 |
|
|
2023
Q3 | $1.28M | Sell |
27,571
-754
| -3% | -$35.1K | 1.47% | 20 |
|
|
2023
Q2 | $1.33M | Sell |
28,325
-1,550
| -5% | -$73K | 1.49% | 23 |
|
|
2023
Q1 | $1.35M | Sell |
29,875
-302
| -1% | -$13.6K | 1.5% | 19 |
|
|
2022
Q4 | $1.45M | Buy |
30,177
+145
| +0.5% | +$6.95K | 1.73% | 15 |
|
|
2022
Q3 | $1.29M | Buy |
30,032
+86
| +0.3% | +$3.71K | 1.79% | 15 |
|
|
2022
Q2 | $1.34M | Sell |
29,946
-7
| -0% | -$312 | 1.82% | 13 |
|
|
2022
Q1 | $1.62M | Buy |
29,953
+221
| +0.7% | +$12K | 1.89% | 15 |
|
|
2021
Q4 | $1.66M | Buy |
+29,732
| New | +$1.66M | 1.86% | 15 |
|