Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,186
| Closed | -$393K | – | 103 |
|
|
2022
Q4 | $393K | Sell |
8,186
-576
| -7% | -$27.6K | 0.24% | 56 |
|
|
2022
Q3 | $377K | Buy |
8,762
+2,048
| +31% | +$88.1K | 0.26% | 56 |
|
|
2022
Q2 | $363K | Hold |
6,714
| – | – | 0.22% | 65 |
|
|
2022
Q1 | $363K | Buy |
6,714
+1,602
| +31% | +$86.6K | 0.25% | 57 |
|
|
2021
Q4 | $285K | Buy |
+5,112
| New | +$285K | 0.17% | 76 |
|