WealthPLAN Partners’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
2018
Q3
Sell
-6,300
Closed -$247K 261
2018
Q2
$247K Buy
6,300
+12
+0.2% +$470 0.05% 214
2018
Q1
$254K Buy
+6,288
New +$254K 0.06% 229