Signature Wealth Management Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$768K	Buy	10,909 +190	+2%	+$14K	0.38%	50
2025 Q4	$796K	Sell	10,719 -1,902	-15%	-$137K	0.39%	49
2025 Q3	$844K	Sell	12,621 -1,736	-12%	-$112K	0.44%	46
2025 Q2	$918K	Sell	14,357 -1,362	-9%	-$86.7K	0.52%	38
2025 Q1	$1.07M	Sell	15,719 -6,573	-29%	-$451K	0.7%	27
2024 Q4	$1.46M	Sell	22,292 -782	-3%	-$54.3K	1%	18
2024 Q3	$1.68M	Sell	23,074 -2,360	-9%	-$169K	1.22%	15
2024 Q2	$1.74M	Sell	25,434 -875	-3%	-$59.1K	1.33%	15
2024 Q1	$1.84M	Buy	26,309 +679	+3%	+$46K	1.49%	13
2023 Q4	$1.66M	Sell	25,630 -103	-0.4%	-$6.29K	1.45%	11
2023 Q3	$1.56M	Sell	25,733 -94	-0.4%	-$5.91K	1.52%	11
2023 Q2	$1.63M	Buy	25,827 +4,503	+21%	+$282K	1.51%	11
2023 Q1	$1.31M	Sell	21,324 -1,973	-8%	-$122K	1.22%	19
2022 Q4	$1.49M	Buy	23,297 +65	+0.3%	+$4.06K	1.47%	16
2022 Q3	$1.34M	Buy	23,232 +830	+4%	+$51K	1.47%	16
2022 Q2	$1.36M	Buy	22,402 +1,503	+7%	+$93.3K	1.39%	16
2022 Q1	$1.37M	Buy	20,899 +732	+4%	+$46.6K	1.17%	21
2021 Q4	$1.39M	Buy	20,167 +992	+5%	+$65.2K	1.17%	24
2021 Q3	$1.22M	Buy	19,175 +736	+4%	+$48.6K	1.11%	25
2021 Q2	$1.18M	Buy	18,439 +2,711	+17%	+$167K	1.07%	25
2021 Q1	$927K	Buy	15,728 +667	+4%	+$39.5K	0.89%	32
2020 Q4	$870K	Buy	+15,061	New	+$831K	0.87%	29