Teamwork Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Teamwork Financial Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,153	Closed	-$470K	–	202
2022 Q3	$470K	Sell	8,153 -2,012	-20%	-$124K	0.1%	121
2022 Q2	$617K	Buy	10,165 +781	+8%	+$48.5K	0.13%	107
2022 Q1	$616K	Buy	+9,384	New	+$597K	0.11%	149
2021 Q1	–	Sell	-8,814	Closed	-$509K	–	235
2020 Q4	$509K	Sell	8,814 -52	-0.6%	-$2.87K	0.12%	121
2020 Q3	$466K	Buy	8,866 +1,071	+14%	+$56K	0.14%	122
2020 Q2	$388K	Buy	+7,795	New	+$378K	0.14%	128

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return