BWM
BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
3,700
+976
| +36% | +$193K | 0.16% | 128 |
|
|
2025
Q1 | $439K | Hold |
2,724
| – | – | 0.11% | 161 |
|
|
2024
Q4 | $504K | Buy |
+2,724
| New | +$504K | 0.13% | 145 |
|
|
2024
Q2 | – | Sell |
-2,879
| Closed | -$449K | – | 174 |
|
|
2024
Q1 | $449K | Sell |
2,879
-9
| -0.3% | -$1.4K | 0.14% | 144 |
|
|
2023
Q4 | $415K | Hold |
2,888
| – | – | 0.15% | 136 |
|
|
2023
Q3 | $355K | Buy |
+2,888
| New | +$355K | 0.15% | 133 |
|
|
2023
Q2 | – | Sell |
-6,520
| Closed | -$743K | – | 131 |
|
|
2023
Q1 | $743K | Buy |
6,520
+2,312
| +55% | +$263K | 0.34% | 65 |
|
|
2022
Q4 | $398K | Buy |
4,208
+439
| +12% | +$41.5K | 0.17% | 122 |
|
|
2022
Q3 | $343K | Hold |
3,769
| – | – | 0.16% | 130 |
|
|
2022
Q2 | $364K | Sell |
3,769
-30
| -0.8% | -$2.9K | 0.16% | 119 |
|
|
2022
Q1 | $468K | Sell |
3,799
-30
| -0.8% | -$3.7K | 0.19% | 107 |
|
|
2021
Q4 | $518K | Hold |
3,829
| – | – | 0.19% | 102 |
|
|
2021
Q3 | $454K | Buy |
3,829
+100
| +3% | +$11.9K | 0.19% | 99 |
|
|
2021
Q2 | $439K | Hold |
3,729
| – | – | 0.23% | 86 |
|
|
2021
Q1 | $395K | Sell |
3,729
-455
| -11% | -$48.2K | 0.19% | 97 |
|
|
2020
Q4 | $437K | Buy |
+4,184
| New | +$437K | 0.23% | 81 |
|