EWM
Empirical Wealth Management’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 | $331K | Sell |
1,681
-16
| -0.9% | -$3.16K | 0.01% | 509 |
|
|
2025
Q1 | $274K | Sell |
1,697
-641
| -27% | -$103K | 0.01% | 537 |
|
|
2024
Q4 | $432K | Buy |
2,338
+604
| +35% | +$112K | 0.01% | 412 |
|
|
2024
Q3 | $303K | Hold |
1,734
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $297K | Sell |
1,734
-481
| -22% | -$82.5K | 0.01% | 458 |
|
|
2024
Q1 | $345K | Buy |
2,215
+202
| +10% | +$31.5K | 0.01% | 408 |
|
|
2023
Q4 | $289K | Hold |
2,013
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $247K | Sell |
2,013
-1,165
| -37% | -$143K | 0.01% | 406 |
|
|
2023
Q2 | $415K | Buy |
3,178
+834
| +36% | +$109K | 0.02% | 334 |
|
|
2023
Q1 | $267K | Sell |
2,344
-175
| -7% | -$19.9K | 0.01% | 408 |
|
|
2022
Q4 | $238K | Sell |
2,519
-601
| -19% | -$56.8K | 0.01% | 411 |
|
|
2022
Q3 | $284K | Buy |
+3,120
| New | +$284K | 0.01% | 387 |
|
|
2022
Q2 | – | Sell |
-2,633
| Closed | -$324K | – | 490 |
|
|
2022
Q1 | $324K | Sell |
2,633
-591
| -18% | -$72.7K | 0.02% | 394 |
|
|
2021
Q4 | $436K | Buy |
3,224
+1,324
| +70% | +$179K | 0.02% | 365 |
|
|
2021
Q3 | $225K | Hold |
1,900
| – | – | 0.01% | 418 |
|
|
2021
Q2 | $224K | Hold |
1,900
| – | – | 0.01% | 412 |
|
|
2021
Q1 | $201K | Buy |
+1,900
| New | +$201K | 0.02% | 373 |
|