Sowell Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Sell	2,993 -14	-0.5%	-$1.04K	0.01%	1027
2025 Q4	$234K	Buy	3,007 +14	+0.5%	+$1.06K	0.01%	938
2025 Q3	$229K	Buy	+2,993	New	+$225K	0.01%	941
2021 Q2	–	Sell	-3,725	Closed	-$200K	–	1295
2021 Q1	$200K	Buy	3,725 +83	+2%	+$3.83K	0.01%	1049
2020 Q4	$154K	Sell	3,642 -1,320	-27%	-$50.4K	0.01%	960
2020 Q3	$168K	Sell	4,962 -1,091	-18%	-$37.6K	0.01%	791
2020 Q2	$201K	Sell	6,053 -585	-9%	-$18.8K	0.01%	721
2020 Q1	$195K	Buy	6,638 +778	+13%	+$30.8K	0.01%	654
2019 Q4	$260K	Sell	5,860 -873	-13%	-$37.1K	0.02%	630
2019 Q3	$274K	Buy	+6,733	New	+$270K	0.02%	558
2019 Q1	$314K	Buy	8,363 +282	+3%	+$10.6K	0.04%	448
2018 Q4	$279K	Buy	+8,081	New	+$305K	0.04%	400
2017 Q2	–	Sell	-9,984	Closed	-$348K	–	262
2017 Q1	$348K	Buy	9,984 +9,958	+38,300%	+$353K	0.1%	170
2016 Q4	$1K	Buy	+26	New	+$827	﹤0.01%	611