Financial Perspectives, Inc FIDELITY COVINGTON TRUST Transaction History

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Number of Shares
11,952
Previous 11,755 1.68%
Holding current value
$437 Million
Previous $376 Million 16.19%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
197 Added 1.68%
11,952 $437 Million
Q2 2025

Jul 29, 2025
SELL
N/A
-1,560 Reduced 11.72%
11,755 $376 Million
Q1 2025

Apr 18, 2025
BUY
N/A
1,461 Added 12.32%
13,315 $393 Million
Q4 2024

Jan 31, 2025
BUY
N/A
527 Added 4.65%
11,854 $383 Million
Q3 2024

Oct 17, 2024
BUY
N/A
324 Added 2.94%
11,327 $364 Million
Q2 2024

Aug 09, 2024
BUY
N/A
289 Added 2.7%
11,003 $320 Million
Q1 2024

Apr 19, 2024
BUY
N/A
14 Added 0.13%
10,714 $322 Million
Q4 2023

Feb 01, 2024
BUY
N/A
10,700 New
10,700 $301 Million
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