SFS
Sowell Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
3,474
+316
| +10% | +$20.2K | 0.01% | 918 |
|
|
2025
Q1 | $216K | Buy |
+3,158
| New | +$216K | 0.01% | 904 |
|
|
2021
Q2 | – | Sell |
-31,855
| Closed | -$1.96M | – | 1261 |
|
|
2021
Q1 | $1.96M | Sell |
31,855
-8,648
| -21% | -$531K | 0.07% | 249 |
|
|
2020
Q4 | $2.34M | Buy |
40,503
+2,337
| +6% | +$135K | 0.1% | 185 |
|
|
2020
Q3 | $2.01M | Sell |
38,166
-28,916
| -43% | -$1.52M | 0.1% | 182 |
|
|
2020
Q2 | $3.34M | Sell |
67,082
-3,365
| -5% | -$167K | 0.18% | 115 |
|
|
2020
Q1 | $3.03M | Buy |
70,447
+68,527
| +3,569% | +$2.95M | 0.22% | 107 |
|
|
2019
Q4 | $96K | Buy |
1,920
+841
| +78% | +$42.1K | 0.01% | 930 |
|
|
2019
Q3 | $47K | Buy |
+1,079
| New | +$47K | ﹤0.01% | 1014 |
|