Avidian Wealth Enterprises’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 | $816K | Sell |
4,138
-21
| -0.5% | -$4.14K | 0.03% | 235 |
|
|
2025
Q1 | $671K | Sell |
4,159
-27
| -0.6% | -$4.36K | 0.03% | 255 |
|
|
2024
Q4 | $774K | Hold |
4,186
| – | – | 0.03% | 228 |
|
|
2024
Q3 | $731K | Sell |
4,186
-67
| -2% | -$11.7K | 0.03% | 235 |
|
|
2024
Q2 | $730K | Buy |
4,253
+117
| +3% | +$20.1K | 0.03% | 216 |
|
|
2024
Q1 | $645K | Buy |
4,136
+20
| +0.5% | +$3.12K | 0.03% | 224 |
|
|
2023
Q4 | $591K | Buy |
4,116
+735
| +22% | +$106K | 0.04% | 232 |
|
|
2023
Q3 | $416K | Hold |
3,381
| – | – | 0.03% | 281 |
|
|
2023
Q2 | $442K | Hold |
3,381
| – | – | 0.03% | 283 |
|
|
2023
Q1 | $385K | Buy |
+3,381
| New | +$385K | 0.02% | 338 |
|
|
2022
Q1 | – | Sell |
-2,858
| Closed | -$387K | – | 513 |
|
|
2021
Q4 | $387K | Buy |
+2,858
| New | +$387K | 0.02% | 342 |
|