Avidian Wealth Enterprises’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,138	Closed	-$919K	–	587
2025 Q3	$919K	Hold	4,138	–	–	0.03%	240
2025 Q2	$816K	Sell	4,138 -21	-0.5%	-$3.63K	0.03%	236
2025 Q1	$671K	Sell	4,159 -27	-0.6%	-$4.84K	0.03%	255
2024 Q4	$774K	Hold	4,186	–	–	0.03%	228
2024 Q3	$731K	Sell	4,186 -67	-2%	-$11.3K	0.03%	236
2024 Q2	$730K	Buy	4,253 +117	+3%	+$18.5K	0.04%	226
2024 Q1	$645K	Buy	4,136 +20	+0.5%	+$3.01K	0.03%	228
2023 Q4	$591K	Buy	4,116 +735	+22%	+$97.3K	0.04%	234
2023 Q3	$416K	Hold	3,381	–	–	0.03%	281
2023 Q2	$442K	Hold	3,381	–	–	0.03%	284
2023 Q1	$385K	Buy	+3,381	New	+$354K	0.02%	339
2022 Q1	–	Sell	-2,858	Closed	-$387K	–	529
2021 Q4	$387K	Buy	+2,858	New	+$371K	0.02%	351