CW
Cobiz Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,248
| Closed | -$455K | – | 121 |
|
|
2018
Q4 | $455K | Buy |
+9,248
| New | +$455K | 0.1% | 97 |
|
|
2017
Q1 | – | Sell |
-25,828
| Closed | -$953K | – | 136 |
|
|
2016
Q4 | $953K | Buy |
+25,828
| New | +$953K | 0.22% | 79 |
|
|
2016
Q1 | – | Sell |
-78,692
| Closed | -$2.58M | – | 142 |
|
|
2015
Q4 | $2.58M | Buy |
+78,692
| New | +$2.58M | 0.61% | 57 |
|