Wealth Enhancement Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
10,662
+530
| +5% | +$40K | ﹤0.01% | 1863 |
|
|
2025
Q1 | $704K | Buy |
10,132
+763
| +8% | +$53K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $643K | Buy |
9,369
+91
| +1% | +$6.25K | ﹤0.01% | 1793 |
|
|
2024
Q3 | $592K | Sell |
9,278
-1,104
| -11% | -$70.5K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $602K | Buy |
10,382
+3,540
| +52% | +$205K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $406K | Buy |
6,842
+570
| +9% | +$33.9K | ﹤0.01% | 1713 |
|
|
2023
Q4 | $336K | Buy |
6,272
+1,695
| +37% | +$90.8K | ﹤0.01% | 1740 |
|
|
2023
Q3 | $213K | Buy |
+4,577
| New | +$213K | ﹤0.01% | 1960 |
|