Spire Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $662K | Sell |
10,345
-579
| -5% | -$37K | 0.02% | 453 |
|
2025
Q1 | $746K | Sell |
10,924
-210
| -2% | -$14.3K | 0.02% | 469 |
|
2024
Q4 | $728K | Sell |
11,134
-798
| -7% | -$52.1K | 0.02% | 468 |
|
2024
Q3 | $869K | Buy |
11,932
+178
| +2% | +$13K | 0.03% | 401 |
|
2024
Q2 | $806K | Sell |
11,754
-3,440
| -23% | -$236K | 0.03% | 389 |
|
2024
Q1 | $1.06M | Buy |
15,194
+16
| +0.1% | +$1.12K | 0.02% | 363 |
|
2023
Q4 | $999K | Sell |
15,178
-190
| -1% | -$12.5K | 0.03% | 359 |
|
2023
Q3 | $931K | Buy |
15,368
+619
| +4% | +$37.5K | 0.04% | 345 |
|
2023
Q2 | $931K | Buy |
14,749
+48
| +0.3% | +$3.03K | 0.03% | 360 |
|
2023
Q1 | $904K | Buy |
14,701
+2,047
| +16% | +$126K | 0.04% | 361 |
|
2022
Q4 | $810K | Sell |
12,654
-81
| -0.6% | -$5.19K | 0.05% | 268 |
|
2022
Q3 | $734K | Sell |
12,735
-3,035
| -19% | -$175K | 0.04% | 266 |
|
2022
Q2 | $957K | Buy |
15,770
+781
| +5% | +$47.4K | 0.04% | 336 |
|
2022
Q1 | $984K | Sell |
14,989
-133
| -0.9% | -$8.73K | 0.03% | 393 |
|
2021
Q4 | $1.04M | Buy |
15,122
+156
| +1% | +$10.7K | 0.02% | 455 |
|
2021
Q3 | $955K | Sell |
14,966
-336
| -2% | -$21.4K | 0.03% | 424 |
|
2021
Q2 | $975K | Sell |
15,302
-1,476
| -9% | -$94K | 0.03% | 432 |
|
2021
Q1 | $989K | Buy |
+16,778
| New | +$989K | 0.03% | 444 |
|