WEST BRANCH CAPITAL LLC – Fidelity MSCI Financials Index ETF Transaction History
WEST BRANCH CAPITAL LLC portfolio value:
$96,000
portfolio value
WEST BRANCH CAPITAL LLC quarter portfolio value change:
-3.47%
quarter
Fidelity MSCI Financials Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4K | $43.08 | 2.23K | |
| Q2 2022 | share | Decrease | -22.72% | -657 shares | -57K | $44.63 | 2.23K |
| Q1 2022 | share | Decrease | -11.61% | -380 shares | -26K | $54.15 | 2.89K |
| Q4 2021 | share | Decrease | -19.65% | -800 shares | -36K | $56.02 | 3.27K |
| Q3 2021 | share | Decrease | -4.90% | -210 shares | -5K | $53.69 | 4.07K |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $52.1 | 4.28K | |
| Q1 2021 | share | Increase | 0.00% | 4.28K shares | 210K | $48.49 | 4.28K |
| Q1 2020 | share | Decrease | -100.00% | -4.96K shares | -220K | $28.45 | 0 |
| Q4 2019 | share | Decrease | -5.70% | -300 shares | 6K | $42.55 | 4.96K |
| Q3 2019 | share | Decrease | -12.98% | -785 shares | -28K | $38.74 | 5.26K |
| Q2 2019 | share | Decrease | -14.43% | -1.02K shares | -23K | $37.96 | 6.04K |
| Q1 2019 | share | Decrease | -5.92% | -445 shares | 5K | $35.32 | 7.06K |
| Q4 2018 | share | Decrease | -13.48% | -1.17K shares | -90K | $32.33 | 7.51K |
| Q3 2018 | share | Increase | +2.81% | 237 shares | 19K | $37.47 | 8.68K |
| Q2 2018 | share | Increase | +28.28% | 1.86K shares | 65K | $36.25 | 8.44K |
| Q1 2018 | share | Increase | 0.00% | 6.58K shares | 266K | $37.17 | 6.58K |