Professional Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $895K | Buy |
16,688
+469
| +3% | +$25.2K | 0.43% | 47 |
|
|
2021
Q2 | $849K | Buy |
16,219
+5,447
| +51% | +$285K | 0.39% | 49 |
|
|
2021
Q1 | $527K | Buy |
+10,772
| New | +$527K | 0.26% | 65 |
|
|
2019
Q1 | – | Sell |
-17,953
| Closed | -$648K | – | 31 |
|
|
2018
Q4 | $648K | Buy |
17,953
+6,064
| +51% | +$219K | 0.88% | 25 |
|
|
2018
Q3 | $479K | Sell |
11,889
-18,314
| -61% | -$738K | 0.67% | 25 |
|
|
2018
Q2 | $1.18M | Sell |
30,203
-6,174
| -17% | -$242K | 1.87% | 13 |
|
|
2018
Q1 | $1.47M | Buy |
36,377
+16,507
| +83% | +$667K | 2.5% | 13 |
|
|
2017
Q4 | $830K | Buy |
+19,870
| New | +$830K | 1.52% | 15 |
|