Xcel Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $307K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $220K | Buy |
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