CWA
Clearview Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-928
| Closed | -$121K | – | 305 |
|
|
2023
Q2 | $121K | Sell |
928
-64
| -6% | -$8.36K | 0.12% | 129 |
|
|
2023
Q1 | $113K | Sell |
992
-18
| -2% | -$2.05K | 0.11% | 137 |
|
|
2022
Q4 | $95.5K | Sell |
1,010
-13
| -1% | -$1.23K | 0.07% | 121 |
|
|
2022
Q3 | $93K | Sell |
1,023
-91
| -8% | -$8.27K | 0.07% | 123 |
|
|
2022
Q2 | $108K | Sell |
1,114
-163
| -13% | -$15.8K | 0.08% | 116 |
|
|
2022
Q1 | $157K | Sell |
1,277
-86
| -6% | -$10.6K | 0.1% | 97 |
|
|
2021
Q4 | $185K | Sell |
1,363
-426
| -24% | -$57.8K | 0.11% | 110 |
|
|
2021
Q3 | $212K | Sell |
1,789
-6,653
| -79% | -$788K | 0.13% | 110 |
|
|
2021
Q2 | $994K | Sell |
8,442
-8,278
| -50% | -$975K | 0.61% | 38 |
|
|
2021
Q1 | $1.77M | Buy |
16,720
+301
| +2% | +$31.9K | 1.15% | 19 |
|
|
2020
Q4 | $1.72M | Buy |
+16,419
| New | +$1.72M | 1.15% | 20 |
|