Congress Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22M	Sell	111,313 -36,620	-25%	-$6.34M	0.21%	117
2025 Q1	$23.9M	Buy	147,933 +162	+0.1%	+$29K	0.29%	90
2024 Q4	$27.3M	Buy	147,771 +16,946	+13%	+$3.1M	0.38%	67
2024 Q3	$22.8M	Buy	130,825 +115,493	+753%	+$19.5M	0.3%	83
2024 Q2	$2.63M	Buy	15,332 +5,618	+58%	+$888K	0.04%	322
2024 Q1	$1.51M	Buy	9,714 +4,671	+93%	+$703K	0.03%	343
2023 Q4	$724K	Buy	5,043 +173	+4%	+$22.9K	0.01%	419
2023 Q3	$599K	Buy	4,870 +200	+4%	+$25.7K	0.01%	438
2023 Q2	$610K	Buy	4,670 +743	+19%	+$88.2K	0.01%	395
2023 Q1	$447K	Sell	3,927 -553	-12%	-$57.8K	0.01%	433
2022 Q4	$423K	Sell	4,480 -4	-0.1%	-$386	0.01%	426
2022 Q3	$408K	Buy	4,484 +199	+5%	+$20.7K	0.01%	428
2022 Q2	$413K	Hold	4,285	–	–	0.01%	432
2022 Q1	$527K	Sell	4,285 -1,241	-22%	-$151K	0.01%	440
2021 Q4	$748K	Buy	+5,526	New	+$717K	0.01%	407