Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Buy |
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|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $94.3K | Hold |
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|
2024
Q2 | $85.5K | Hold |
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|
2024
Q1 | $87.7K | Hold |
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|
2023
Q4 | $79K | Hold |
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|
2023
Q3 | $68.7K | Sell |
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|
2023
Q2 | $93K | Sell |
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|
2023
Q1 | $97.7K | Buy |
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|
2022
Q4 | $72.4K | Buy |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $73.4K | Sell |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $60K | Sell |
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|
2017
Q4 | $69K | Buy |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Buy |
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