Wealthstar 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 | $697K | Buy |
10,896
+465
| +4% | +$29.7K | 0.26% | 73 |
|
2025
Q1 | $713K | Buy |
10,431
+363
| +4% | +$24.8K | 0.33% | 68 |
|
2024
Q4 | $658K | Buy |
+10,068
| New | +$658K | 0.29% | 67 |
|
2024
Q2 | – | Sell |
-10,182
| Closed | -$710K | – | 59 |
|
2024
Q1 | $710K | Sell |
10,182
-569
| -5% | -$39.7K | 0.25% | 55 |
|
2023
Q4 | $695K | Sell |
10,751
-290
| -3% | -$18.8K | 0.11% | 54 |
|
2023
Q3 | $669K | Sell |
11,041
-659
| -6% | -$39.9K | 0.26% | 41 |
|
2023
Q2 | $739K | Buy |
11,700
+1
| +0% | +$63 | 0.31% | 36 |
|
2023
Q1 | $719K | Buy |
11,699
+588
| +5% | +$36.1K | 0.27% | 38 |
|
2022
Q4 | $711K | Sell |
11,111
-394
| -3% | -$25.2K | 0.32% | 36 |
|
2022
Q3 | $667K | Buy |
11,505
+82
| +0.7% | +$4.75K | 0.32% | 37 |
|
2022
Q2 | $690K | Buy |
11,423
+1
| +0% | +$60 | 0.27% | 47 |
|
2022
Q1 | $753K | Buy |
11,422
+1
| +0% | +$66 | 0.28% | 48 |
|
2021
Q4 | $782K | Buy |
11,421
+152
| +1% | +$10.4K | 0.27% | 40 |
|
2021
Q3 | $717K | Buy |
11,269
+401
| +4% | +$25.5K | 0.22% | 44 |
|
2021
Q2 | $690K | Buy |
+10,868
| New | +$690K | 0.22% | 46 |
|