Welch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,125
| Closed | -$294K | – | 25 |
|
|
2022
Q4 | $294K | Hold |
6,125
| – | – | 0.09% | 24 |
|
|
2022
Q3 | $264K | Hold |
6,125
| – | – | 0.09% | 26 |
|
|
2022
Q2 | $273K | Hold |
6,125
| – | – | 0.08% | 29 |
|
|
2022
Q1 | $332K | Hold |
6,125
| – | – | 0.08% | 29 |
|
|
2021
Q4 | $343K | Buy |
+6,125
| New | +$343K | 0.08% | 29 |
|