Xcel Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Xcel Wealth Management, LLC

  • $316 Million
  • Q2 2024

A detailed history of Xcel Wealth Management, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 5,000 shares of FHLC stock, worth $361,700. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,081 1.59%
Holding current value
$361,700
Previous $354,000 3.11%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$65.13 - $69.24 $5,275 - $5,608
-81 Reduced 1.59%
5,000 $343,000
Q1 2024

Apr 22, 2024
BUY
$65.39 - $69.77 $5,296 - $5,651
81 Added 1.62%
5,081 $354,000
Q3 2023

Oct 17, 2023
SELL
$60.58 - $64.65 $3,331 - $3,555
-55 Reduced 1.09%
5,000 $302,000
Q2 2023

Jul 26, 2023
SELL
$60.33 - $64.26 $6,033 - $6,426
-100 Reduced 1.94%
5,055 $319,000
Q4 2021

Feb 03, 2022
SELL
$62.83 - $68.98 $10,869 - $11,933
-173 Reduced 3.25%
5,155 $354,000
Q4 2018

Nov 12, 2019
BUY
$38.8 - $46.93 $206,726 - $250,043
5,328 New
5,328 $220,000

Others Institutions Holding FHLC

# of Institutions
339
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
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