Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-400
| Closed | -$14K | – | 2513 |
|
|
2018
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q2 | $16K | Sell |
400
-100
| -20% | -$4K | ﹤0.01% | 1391 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q4 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 1326 |
|