CWA
Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-140
| Closed | -$21.8K | – | 115 |
|
|
2024
Q1 | $21.8K | Hold |
140
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $20.1K | Hold |
140
| – | – | 0.01% | 138 |
|
|
2023
Q3 | $17.2K | Hold |
140
| – | – | 0.01% | 120 |
|
|
2023
Q2 | $18.3K | Hold |
140
| – | – | 0.01% | 121 |
|
|
2023
Q1 | $16K | Hold |
140
| – | – | 0.01% | 124 |
|
|
2022
Q4 | $13.2K | Hold |
140
| – | – | 0.01% | 142 |
|
|
2022
Q3 | $13K | Hold |
140
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $14K | Hold |
140
| – | – | 0.01% | 125 |
|
|
2022
Q1 | $17K | Hold |
140
| – | – | 0.01% | 126 |
|
|
2021
Q4 | $19K | Hold |
140
| – | – | 0.01% | 132 |
|
|
2021
Q3 | $17K | Hold |
140
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $16K | Hold |
140
| – | – | 0.01% | 112 |
|
|
2021
Q1 | $15K | Hold |
140
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $15K | Hold |
140
| – | – | 0.01% | 104 |
|
|
2020
Q3 | $13K | Hold |
140
| – | – | 0.01% | 93 |
|
|
2020
Q2 | $12K | Buy |
+140
| New | +$12K | 0.01% | 86 |
|