WEATHERLY ASSET MANAGEMENT L. P. FHLC Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s Fidelity MSCI Health Care Index ETF Holding Summary
As of 2025-06-30, WEATHERLY ASSET MANAGEMENT L. P. held 272,095.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $17.40 Mil. This investment constitutes 1.48% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.73% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.
The initial trade took place in 2018Q2. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 23 purchases of FHLC, at an average price of $61.82, for a total of 273,225.00 shares. In addition, there have been 3 sales at an average price of $46.34 for 1,130.00 shares. Based on historical transaction data and FHLC's current price of $63.48, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his FHLC holdings is $433,115.72, reflecting a 2.56% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. FHLC ($63.48) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. FHLC ($63.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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