Bedel Financial Consulting, Inc. Fidelity Covington Tr Msci Fin Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$43.64 - $54.04 $5,891 - $7,295	-135 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$41.59 - $50.21 $3,327 - $4,016	-80 Reduced 37.21%	135 $7,000
Q4 2020 Feb 02, 2021	SELL	$33.76 - $42.22 $10,431 - $13,045	-309 Reduced 58.97%	215 $9,000
Q3 2020 Oct 20, 2020	BUY	$32.1 - $35.99 $64 - $71	2 Added 0.38%	524 $18,000
Q2 2020 Jul 14, 2020	BUY	$27.44 - $38.15 $82 - $114	3 Added 0.58%	522 $17,000
Q1 2020 May 06, 2020	BUY	$24.81 - $45.08 $49 - $90	2 Added 0.39%	519 $15,000
Q4 2019 Jan 28, 2020	BUY	$38.83 - $44.77 $11,726 - $13,520	302 Added 140.47%	517 $23,000
Q4 2018 Jan 28, 2019	SELL	N/A	-160 Reduced 42.67%	215 $7,000
Q3 2018 Nov 01, 2018	SELL	N/A	-4 Reduced 1.06%	375 $14,000
Q2 2018 Jul 18, 2018	BUY	N/A	379 New	379 $15,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.8 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.8 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.2 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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