BWM
Buska Wealth Management’s Fidelity Disruptive Technology ETF FDTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
19,262
-12,484
| -39% | -$487K | 0.21% | 32 |
|
|
2025
Q1 | $1,000K | Sell |
31,746
-5,384
| -15% | -$170K | 0.31% | 30 |
|
|
2024
Q4 | $1.31M | Sell |
37,130
-5,157
| -12% | -$182K | 0.42% | 26 |
|
|
2024
Q3 | $1.38M | Sell |
42,287
-5,477
| -11% | -$178K | 0.48% | 25 |
|
|
2024
Q2 | $1.59M | Buy |
+47,764
| New | +$1.59M | 0.63% | 24 |
|