WBH 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
Q2 | $501K | Buy |
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|
2025
Q1 | $366K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $336K | Sell |
|
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $322K | Sell |
|
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $893K | Buy |
|