Whalerock Point Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $403K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $380K | Sell |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $340K | Sell |
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|
2018
Q1 | $520K | Buy |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $298K | Buy |
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