Smith Salley Wealth Management’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
Q3 | $3.52M | Sell |
43,139
-117
| -0.3% | -$9.47K | 0.15% | 95 |
|
|
2026
Q2 | $3.34M | Sell |
43,256
-856
| -2% | -$61.5K | 0.15% | 96 |
|
|
2026
Q1 | $3.1M | Buy |
44,112
+681
| +2% | +$50.2K | 0.16% | 95 |
|
|
2025
Q4 | $3.23M | Sell |
43,431
-44
| -0.1% | -$3.17K | 0.16% | 99 |
|
|
2025
Q3 | $2.91M | Sell |
43,475
-702
| -2% | -$45.4K | 0.15% | 99 |
|
|
2025
Q2 | $2.83M | Buy |
44,177
+303
| +0.7% | +$19.3K | 0.16% | 91 |
|
|
2025
Q1 | $3M | Buy |
43,874
+321
| +0.7% | +$22K | 0.2% | 82 |
|
|
2024
Q4 | $2.85M | Sell |
43,553
-2,102
| -5% | -$146K | 0.18% | 83 |
|
|
2024
Q3 | $3.32M | Buy |
45,655
+1,210
| +3% | +$86.6K | 0.22% | 79 |
|
|
2024
Q2 | $3.05M | Buy |
44,445
+498
| +1% | +$33.6K | 0.22% | 78 |
|
|
2024
Q1 | $3.07M | Sell |
43,947
-3,197
| -7% | -$217K | 0.24% | 74 |
|
|
2023
Q4 | $3.05M | Buy |
47,144
+2,926
| +7% | +$179K | 0.2% | 85 |
|
|
2023
Q3 | $2.68M | Sell |
44,218
-3,198
| -7% | -$201K | 0.2% | 82 |
|
|
2023
Q2 | $2.99M | Buy |
47,416
+9,848
| +26% | +$618K | 0.22% | 79 |
|
|
2023
Q1 | $2.31M | Buy |
37,568
+403
| +1% | +$25K | 0.18% | 91 |
|
|
2022
Q4 | $2.38M | Sell |
37,165
-372
| -1% | -$23.3K | 0.2% | 89 |
|
|
2022
Q3 | $2.16M | Buy |
37,537
+1,190
| +3% | +$73.2K | 0.2% | 92 |
|
|
2022
Q2 | $2.2M | Sell |
36,347
-834
| -2% | -$51.8K | 0.19% | 95 |
|
|
2022
Q1 | $2.44M | Buy |
37,181
+5,247
| +16% | +$334K | 0.18% | 95 |
|
|
2021
Q4 | $2.19M | Buy |
31,934
+3,133
| +11% | +$206K | 0.16% | 106 |
|
|
2021
Q3 | $1.84M | Buy |
28,801
+5,116
| +22% | +$338K | 0.14% | 107 |
|
|
2021
Q2 | $1.51M | Buy |
23,685
+1,569
| +7% | +$96.6K | 0.12% | 120 |
|
|
2021
Q1 | $1.3M | Buy |
22,116
+389
| +2% | +$23K | 0.12% | 111 |
|
|
2020
Q4 | $1.26M | Buy |
21,727
+549
| +3% | +$30.3K | 0.13% | 106 |
|
|
2020
Q3 | $1.11M | Sell |
21,178
-1,510
| -7% | -$78.9K | 0.13% | 99 |
|
|
2020
Q2 | $1.13M | Sell |
22,688
-29
| -0.1% | -$1.4K | 0.15% | 92 |
|
|
2020
Q1 | $976K | Sell |
22,717
-7,984
| -26% | -$378K | 0.16% | 94 |
|
|
2019
Q4 | $1.53M | Buy |
30,701
+7,010
| +30% | +$326K | 0.2% | 86 |
|
|
2019
Q3 | $1.03M | Buy |
23,691
+6,278
| +36% | +$278K | 0.15% | 97 |
|
|
2019
Q2 | $784K | Buy |
17,413
+249
| +1% | +$10.8K | 0.12% | 104 |
|
|
2019
Q1 | $764K | Buy |
17,164
+215
| +1% | +$9.38K | 0.12% | 105 |
|
|
2018
Q4 | $700K | Sell |
16,949
-1,395
| -8% | -$61.3K | 0.13% | 101 |
|
|
2018
Q3 | $858K | Buy |
18,344
+1,226
| +7% | +$54.7K | 0.14% | 104 |
|
|
2018
Q2 | $707K | Buy |
17,118
+1,696
| +11% | +$69.1K | 0.12% | 104 |
|
|
2018
Q1 | $614K | Sell |
15,422
-368
| -2% | -$15.2K | 0.11% | 108 |
|
|
2017
Q4 | $631K | Buy |
+15,790
| New | +$629K | 0.11% | 110 |
|
Other funds holding FHLC
Smith Salley Wealth Management's FHLC Position: Q3 2026 in Review
Smith Salley Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.27% in Q3 2026, selling an estimated $9.47K and leaving 43,139 shares worth $3.52M. The position accounts for 0.15% of the portfolio, ranked #95.
Smith Salley Wealth Management first reported a position in FHLC in Q4 2017 and has held it in 36 quarters since. 232 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.
- Smith Salley Wealth Management held 43,139 shares of Fidelity MSCI Health Care Index ETF worth $3.52M as of Q3 2026.
- Smith Salley Wealth Management sold 117 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $9.47K.
- Fidelity MSCI Health Care Index ETF made up 0.15% of Smith Salley Wealth Management's portfolio in Q3 2026, its #95 holding.
- Smith Salley Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and has held it in 36 quarters since.
- 232 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.
Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.