EWS
Evergreen Wealth Solutions’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 | $754K | Buy |
3,822
+1,580
| +70% | +$312K | 0.45% | 42 |
|
|
2025
Q1 | $362K | Buy |
2,242
+952
| +74% | +$154K | 0.24% | 77 |
|
|
2024
Q4 | $238K | Buy |
+1,290
| New | +$238K | 0.17% | 92 |
|
|
2024
Q3 | – | Sell |
-2,065
| Closed | -$354K | – | 114 |
|
|
2024
Q2 | $354K | Sell |
2,065
-255
| -11% | -$43.7K | 0.25% | 80 |
|
|
2024
Q1 | $362K | Sell |
2,320
-1,220
| -34% | -$190K | 0.27% | 77 |
|
|
2023
Q4 | $508K | Sell |
3,540
-330
| -9% | -$47.4K | 0.43% | 60 |
|
|
2023
Q3 | $476K | Sell |
3,870
-995
| -20% | -$122K | 0.48% | 61 |
|
|
2023
Q2 | $636K | Sell |
4,865
-2,745
| -36% | -$359K | 0.64% | 45 |
|
|
2023
Q1 | $867K | Sell |
7,610
-859
| -10% | -$97.9K | 1% | 34 |
|
|
2022
Q4 | $800K | Sell |
8,469
-416
| -5% | -$39.3K | 1.06% | 31 |
|
|
2022
Q3 | $808K | Buy |
8,885
+394
| +5% | +$35.8K | 1.15% | 30 |
|
|
2022
Q2 | $819K | Buy |
8,491
+4,813
| +131% | +$464K | 1% | 32 |
|
|
2022
Q1 | $453K | Buy |
+3,678
| New | +$453K | 0.44% | 50 |
|