River Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
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2025
Q1 | $320K | Sell |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $202K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $80K | Buy |
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|
2018
Q3 | $89K | Buy |
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|
2018
Q2 | $65K | Buy |
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