AWM
Avaii Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,392
| Closed | -$239K | – | 136 |
|
|
2024
Q2 | $239K | Sell |
1,392
-7,757
| -85% | -$1.33M | 0.13% | 128 |
|
|
2024
Q1 | $1.43M | Sell |
9,149
-33,726
| -79% | -$5.26M | 0.84% | 22 |
|
|
2023
Q4 | $6.16M | Buy |
42,875
+6,468
| +18% | +$929K | 4.02% | 5 |
|
|
2023
Q3 | $4.48M | Buy |
36,407
+3,679
| +11% | +$452K | 3.39% | 7 |
|
|
2023
Q2 | $4.28M | Buy |
+32,728
| New | +$4.28M | 3.28% | 7 |
|