Welch Capital Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,410
| Closed | -$325K | – | 24 |
|
|
2022
Q4 | $325K | Hold |
6,410
| – | – | 0.1% | 22 |
|
|
2022
Q3 | $280K | Hold |
6,410
| – | – | 0.09% | 25 |
|
|
2022
Q2 | $290K | Hold |
6,410
| – | – | 0.09% | 27 |
|
|
2022
Q1 | $345K | Hold |
6,410
| – | – | 0.08% | 26 |
|
|
2021
Q4 | $360K | Buy |
+6,410
| New | +$360K | 0.08% | 27 |
|