Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,029
| Closed | -$3.08M | – | 1196 |
|
|
2025
Q1 | $3.08M | Buy |
+45,029
| New | +$3.08M | 0.04% | 386 |
|
|
2015
Q4 | – | Sell |
-2,540
| Closed | -$81K | – | 222 |
|
|
2015
Q3 | $81K | Hold |
2,540
| – | – | 0.06% | 86 |
|
|
2015
Q2 | $92K | Hold |
2,540
| – | – | 0.06% | 74 |
|
|
2015
Q1 | $90K | Buy |
+2,540
| New | +$90K | 0.05% | 67 |
|