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