Sigma Planning Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sigma Planning Corp’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.63M	Sell	51,545 -1,102	-2%	-$81.3K	0.1%	217
2025 Q4	$3.92M	Sell	52,647 -2,168	-4%	-$156K	0.11%	195
2025 Q3	$3.67M	Sell	54,815 -23,802	-30%	-$1.54M	0.1%	205
2025 Q2	$5.03M	Sell	78,617 -3,952	-5%	-$252K	0.15%	133
2025 Q1	$5.64M	Sell	82,569 -19,742	-19%	-$1.36M	0.18%	112
2024 Q4	$6.69M	Buy	102,311 +1,000	+1%	+$69.5K	0.21%	87
2024 Q3	$7.38M	Buy	101,311 +379	+0.4%	+$27.1K	0.23%	87
2024 Q2	$6.92M	Sell	100,932 -10,419	-9%	-$704K	0.22%	87
2024 Q1	$7.77M	Buy	111,351 +51,386	+86%	+$3.48M	0.24%	77
2023 Q4	$3.88M	Sell	59,965 -105,356	-64%	-$6.43M	0.3%	64
2023 Q3	$10M	Sell	165,321 -3,111	-2%	-$195K	0.38%	46
2023 Q2	$10.6M	Sell	168,432 -7,672	-4%	-$481K	0.38%	45
2023 Q1	$10.8M	Buy	176,104 +7,687	+5%	+$477K	0.36%	47
2022 Q4	$10.8M	Buy	168,417 +4,107	+2%	+$257K	0.39%	47
2022 Q3	$9.47M	Buy	164,310 +58,101	+55%	+$3.57M	0.36%	51
2022 Q2	$6.44M	Sell	106,209 -5,623	-5%	-$349K	0.23%	92
2022 Q1	$7.34M	Sell	111,832 -74,495	-40%	-$4.74M	0.22%	87
2021 Q4	$12.8M	Buy	186,327 +18,925	+11%	+$1.24M	0.36%	50
2021 Q3	$10.7M	Buy	167,402 +16,101	+11%	+$1.06M	0.32%	56
2021 Q2	$9.64M	Sell	151,301 -13,012	-8%	-$801K	0.29%	65
2021 Q1	$9.69M	Buy	164,313 +14,606	+10%	+$864K	0.31%	64
2020 Q4	$8.65M	Buy	149,707 +9,283	+7%	+$512K	0.3%	71
2020 Q3	$7.39M	Buy	140,424 +10,557	+8%	+$552K	0.29%	63
2020 Q2	$6.46M	Sell	129,867 -15,375	-11%	-$745K	0.28%	66
2020 Q1	$6.24M	Sell	145,242 -308	-0.2%	-$14.6K	0.37%	48
2019 Q4	$7.24M	Buy	145,550 +5,722	+4%	+$266K	0.32%	56
2019 Q3	$6.06M	Sell	139,828 -1,964	-1%	-$87K	0.29%	65
2019 Q2	$6.38M	Buy	141,792 +17,799	+14%	+$775K	0.33%	56
2019 Q1	$5.52M	Sell	123,993 -49,798	-29%	-$2.17M	0.31%	67
2018 Q4	$7.18M	Sell	173,791 -69,297	-29%	-$3.05M	0.53%	38
2018 Q3	$11.4M	Buy	243,088 +140,460	+137%	+$6.26M	0.67%	26
2018 Q2	$4.24M	Buy	102,628 +22,171	+28%	+$904K	0.28%	75
2018 Q1	$3.2M	Buy	80,457 +8,084	+11%	+$335K	0.24%	99
2017 Q4	$2.89M	Sell	72,373 -48,036	-40%	-$1.91M	0.22%	108
2017 Q3	$4.76M	Buy	120,409 +28,304	+31%	+$1.1M	0.4%	50
2017 Q2	$3.53M	Buy	92,105 +17,455	+23%	+$640K	0.33%	59
2017 Q1	$2.67M	Buy	74,650 +11,460	+18%	+$401K	0.26%	88
2016 Q4	$2.08M	Buy	63,190 +33,673	+114%	+$1.12M	0.23%	104
2016 Q3	$1.02M	Buy	29,517 +5,266	+22%	+$184K	0.12%	201
2016 Q2	$820K	Sell	24,251 -11,098	-31%	-$369K	0.11%	219
2016 Q1	$1.13M	Sell	35,349 -2,873	-8%	-$90.6K	0.15%	158
2015 Q4	$1.32M	Buy	38,222 +1,679	+5%	+$56.8K	0.19%	126
2015 Q3	$1.16M	Sell	36,543 -52,738	-59%	-$1.86M	0.19%	133
2015 Q2	$3.23M	Buy	89,281 +22,726	+34%	+$816K	0.45%	46
2015 Q1	$2.35M	Buy	66,555 +30,321	+84%	+$1.05M	0.31%	70
2014 Q4	$1.19M	Buy	+36,234	New	+$1.16M	0.16%	152