United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,671
| Closed | -$253K | – | 1142 |
|
|
2022
Q1 | $253K | Sell |
4,671
-303
| -6% | -$16.4K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $278K | Buy |
4,974
+2
| +0% | +$112 | ﹤0.01% | 1045 |
|
|
2021
Q3 | $267K | Sell |
4,972
-583
| -10% | -$31.3K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $291K | Buy |
+5,555
| New | +$291K | ﹤0.01% | 1023 |
|
|
2018
Q4 | – | Sell |
-25,158
| Closed | -$1.02M | – | 1319 |
|
|
2018
Q3 | $1.02M | Buy |
25,158
+2,049
| +9% | +$82.7K | 0.01% | 778 |
|
|
2018
Q2 | $906K | Buy |
23,109
+1,230
| +6% | +$48.2K | 0.01% | 784 |
|
|
2018
Q1 | $884K | Buy |
21,879
+3,660
| +20% | +$148K | 0.01% | 803 |
|
|
2017
Q4 | $743K | Buy |
18,219
+4,417
| +32% | +$180K | 0.01% | 858 |
|
|
2017
Q3 | $524K | Buy |
13,802
+5,063
| +58% | +$192K | ﹤0.01% | 944 |
|
|
2017
Q2 | $318K | Buy |
+8,739
| New | +$318K | ﹤0.01% | 1054 |
|