BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40
| Closed | -$5K | – | 1000 |
|
|
2022
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 722 |
|
|
2020
Q3 | – | Sell |
-386
| Closed | -$32K | – | 940 |
|
|
2020
Q2 | $32K | Buy |
+386
| New | +$32K | 0.01% | 402 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | – | – | 709 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 744 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 739 |
|
|
2018
Q4 | $0 | Buy |
7
+5
| +250% | – | ﹤0.01% | 702 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 646 |
|