Robertson Stephens Wealth Management’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 | $1.82M | Sell |
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|
2025
Q1 | $1.81M | Hold |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.57M | Hold |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.44M | Hold |
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|
2022
Q1 | $1.74M | Hold |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.6M | Hold |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $426K | Hold |
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|
2018
Q4 | $392K | Buy |
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