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
2025
Q1
$23.9M Buy
2024
Q4
$27.3M Buy
2024
Q3
$22.8M Buy
2024
Q2
$2.63M Buy
2024
Q1
$1.51M Buy
2023
Q4
$724K Buy
2023
Q3
$599K Buy
2023
Q2
$610K Buy
2023
Q1
$447K Sell
2022
Q4
$423K Sell
2022
Q3
$408K Buy
2022
Q2
$413K Hold
2022
Q1
$527K Sell
2021
Q4
$748K Buy