SSW
Smith Shellnut Wilson’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
30,894
-1,666
| -5% | -$123K | 0.99% | 24 |
|
|
2025
Q1 | $2.26M | Buy |
32,560
+671
| +2% | +$46.6K | 1.04% | 24 |
|
|
2024
Q4 | $2.19M | Buy |
+31,889
| New | +$2.19M | 0.97% | 24 |
|
|
2017
Q3 | – | Sell |
-149,182
| Closed | -$4.1M | – | 141 |
|
|
2017
Q2 | $4.1M | Buy |
+149,182
| New | +$4.1M | 4.26% | 6 |
|