Spire Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.4K | Sell |
100
-300
| -75% | -$22.2K | ﹤0.01% | 1819 |
|
2025
Q1 | $27.8K | Buy |
400
+300
| +300% | +$20.9K | ﹤0.01% | 1501 |
|
2024
Q4 | $6.87K | Hold |
100
| – | – | ﹤0.01% | 1958 |
|
2024
Q3 | $6.39K | Sell |
100
-300
| -75% | -$19.2K | ﹤0.01% | 1762 |
|
2024
Q2 | $23.2K | Hold |
400
| – | – | ﹤0.01% | 1392 |
|
2024
Q1 | $23.8K | Hold |
400
| – | – | ﹤0.01% | 1455 |
|
2023
Q4 | $21.4K | Sell |
400
-146
| -27% | -$7.83K | ﹤0.01% | 1513 |
|
2023
Q3 | $25.4K | Hold |
546
| – | – | ﹤0.01% | 1414 |
|
2023
Q2 | $25.7K | Sell |
546
-86
| -14% | -$4.05K | ﹤0.01% | 1485 |
|
2023
Q1 | $28.5K | Buy |
632
+14
| +2% | +$631 | ﹤0.01% | 1458 |
|
2022
Q4 | $30K | Sell |
618
-101
| -14% | -$4.9K | ﹤0.01% | 1195 |
|
2022
Q3 | $31K | Sell |
719
-263
| -27% | -$11.3K | ﹤0.01% | 1133 |
|
2022
Q2 | $44K | Sell |
982
-20,469
| -95% | -$917K | ﹤0.01% | 1344 |
|
2022
Q1 | $1.2M | Sell |
21,451
-319
| -1% | -$17.8K | 0.03% | 354 |
|
2021
Q4 | $1.22M | Buy |
21,770
+402
| +2% | +$22.5K | 0.03% | 416 |
|
2021
Q3 | $1.15M | Sell |
21,368
-2,350
| -10% | -$126K | 0.03% | 380 |
|
2021
Q2 | $1.23M | Buy |
23,718
+234
| +1% | +$12.1K | 0.03% | 373 |
|
2021
Q1 | $1.15M | Buy |
+23,484
| New | +$1.15M | 0.03% | 400 |
|