CVA Family Office’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.4K | Sell |
443
-125
| -22% | -$24.7K | 0.01% | 428 |
|
|
2025
Q1 | $91.6K | Hold |
568
| – | – | 0.01% | 402 |
|
|
2024
Q4 | $105K | Hold |
568
| – | – | 0.02% | 381 |
|
|
2024
Q3 | $99.1K | Hold |
568
| – | – | 0.02% | 371 |
|
|
2024
Q2 | $97.4K | Hold |
568
| – | – | 0.02% | 359 |
|
|
2024
Q1 | $88.5K | Hold |
568
| – | – | 0.02% | 383 |
|
|
2023
Q4 | $81.6K | Buy |
+568
| New | +$81.6K | 0.02% | 369 |
|
|
2023
Q3 | – | Sell |
-580
| Closed | -$75.8K | – | 509 |
|
|
2023
Q2 | $75.8K | Hold |
580
| – | – | 0.02% | 355 |
|
|
2023
Q1 | $66.1K | Hold |
580
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $54.8K | Hold |
580
| – | – | 0.01% | 394 |
|
|
2022
Q3 | $53K | Hold |
580
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $56K | Hold |
580
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $71K | Hold |
580
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $79K | Sell |
580
-1,050
| -64% | -$143K | 0.02% | 281 |
|
|
2021
Q3 | $150K | Buy |
1,630
+1,050
| +181% | +$96.6K | 0.11% | 98 |
|
|
2021
Q2 | $68K | Sell |
580
-1,050
| -64% | -$123K | 0.02% | 308 |
|
|
2021
Q1 | $173K | Hold |
1,630
| – | – | 0.07% | 130 |
|
|
2020
Q4 | $170K | Hold |
1,630
| – | – | 0.1% | 102 |
|
|
2020
Q3 | $150K | Hold |
1,630
| – | – | 0.11% | 98 |
|
|
2020
Q2 | $134K | Hold |
1,630
| – | – | 0.11% | 98 |
|
|
2020
Q1 | $102K | Buy |
+1,630
| New | +$102K | 0.1% | 102 |
|