Teamwork Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-8,153
| Closed | -$470K | – | 200 |
|
2022
Q3 | $470K | Sell |
8,153
-2,012
| -20% | -$116K | 0.1% | 121 |
|
2022
Q2 | $617K | Buy |
10,165
+781
| +8% | +$47.4K | 0.13% | 107 |
|
2022
Q1 | $616K | Buy |
+9,384
| New | +$616K | 0.11% | 149 |
|
2021
Q1 | – | Sell |
-8,814
| Closed | -$509K | – | 235 |
|
2020
Q4 | $509K | Sell |
8,814
-52
| -0.6% | -$3K | 0.12% | 121 |
|
2020
Q3 | $466K | Buy |
8,866
+1,071
| +14% | +$56.3K | 0.14% | 122 |
|
2020
Q2 | $388K | Buy |
+7,795
| New | +$388K | 0.14% | 128 |
|