Arkadios Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
20,283
+221
| +1% | +$43.6K | 0.12% | 195 |
|
|
2025
Q1 | $3.24M | Buy |
20,062
+6,796
| +51% | +$1.1M | 0.12% | 193 |
|
|
2024
Q4 | $2.45M | Buy |
13,266
+7,747
| +140% | +$1.43M | 0.13% | 145 |
|
|
2024
Q3 | $963K | Sell |
5,519
-50
| -0.9% | -$8.73K | 0.05% | 336 |
|
|
2024
Q2 | $955K | Sell |
5,569
-696
| -11% | -$119K | 0.06% | 293 |
|
|
2024
Q1 | $976K | Buy |
6,265
+54
| +0.9% | +$8.42K | 0.08% | 241 |
|
|
2023
Q4 | $892K | Buy |
6,211
+956
| +18% | +$137K | 0.08% | 245 |
|
|
2023
Q3 | $646K | Sell |
5,255
-254
| -5% | -$31.2K | 0.06% | 281 |
|
|
2023
Q2 | $720K | Sell |
5,509
-164
| -3% | -$21.4K | 0.08% | 238 |
|
|
2023
Q1 | $646K | Buy |
5,673
+899
| +19% | +$102K | 0.08% | 253 |
|
|
2022
Q4 | $451K | Sell |
4,774
-414
| -8% | -$39.1K | 0.06% | 306 |
|
|
2022
Q3 | $472K | Sell |
5,188
-47
| -0.9% | -$4.28K | 0.07% | 278 |
|
|
2022
Q2 | $505K | Sell |
5,235
-393
| -7% | -$37.9K | 0.08% | 277 |
|
|
2022
Q1 | $693K | Sell |
5,628
-819
| -13% | -$101K | 0.09% | 245 |
|
|
2021
Q4 | $873K | Buy |
6,447
+188
| +3% | +$25.5K | 0.12% | 206 |
|
|
2021
Q3 | $742K | Sell |
6,259
-11,215
| -64% | -$1.33M | 0.11% | 216 |
|
|
2021
Q2 | $2.06M | Buy |
17,474
+4,532
| +35% | +$534K | 0.25% | 107 |
|
|
2021
Q1 | $1.37M | Sell |
12,942
-406
| -3% | -$43K | 0.23% | 118 |
|
|
2020
Q4 | $1.4M | Buy |
13,348
+11,453
| +604% | +$1.2M | 0.29% | 91 |
|
|
2020
Q3 | $183K | Sell |
1,895
-33
| -2% | -$3.18K | 0.09% | 190 |
|
|
2020
Q2 | $162K | Buy |
1,928
+1
| +0.1% | +$84 | 0.09% | 177 |
|
|
2020
Q1 | $121K | Buy |
1,927
+1,034
| +116% | +$64.8K | 0.08% | 208 |
|
|
2019
Q4 | $71.4K | Buy |
+893
| New | +$71.4K | 0.04% | 276 |
|