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

Xcel Wealth Management, LLC

$334 Million
Q2 2025

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 $324,050. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,000

Previous 5,000 -0.0%

Holding current value

$324,050

Previous $341,000 6.45%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

368

Shares Held

15.8M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

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