DWP
Daymark Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
4,917
+24
| +0.5% | +$4.73K | 0.04% | 268 |
|
|
2025
Q1 | $789K | Buy |
4,893
+80
| +2% | +$12.9K | 0.03% | 275 |
|
|
2024
Q4 | $890K | Sell |
4,813
-10
| -0.2% | -$1.85K | 0.04% | 253 |
|
|
2024
Q3 | $842K | Buy |
4,823
+477
| +11% | +$83.2K | 0.04% | 269 |
|
|
2024
Q2 | $745K | Sell |
4,346
-47
| -1% | -$8.06K | 0.03% | 276 |
|
|
2024
Q1 | $685K | Sell |
4,393
-198
| -4% | -$30.9K | 0.04% | 241 |
|
|
2023
Q4 | $660K | Sell |
4,591
-529
| -10% | -$76K | 0.04% | 227 |
|
|
2023
Q3 | $629K | Sell |
5,120
-3,539
| -41% | -$435K | 0.04% | 218 |
|
|
2023
Q2 | $1.13M | Sell |
8,659
-8,885
| -51% | -$1.16M | 0.08% | 156 |
|
|
2023
Q1 | $2M | Buy |
+17,544
| New | +$2M | 0.27% | 83 |
|