Fingerlakes Wealth Management’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 | $4.03M | Sell |
20,424
-515
| -2% | -$102K | 3.01% | 9 |
|
|
2025
Q1 | $3.38M | Buy |
20,939
+557
| +3% | +$89.8K | 2.87% | 9 |
|
|
2024
Q4 | $3.77M | Buy |
20,382
+878
| +5% | +$162K | 3.04% | 8 |
|
|
2024
Q3 | $3.4M | Sell |
19,504
-377
| -2% | -$65.8K | 2.83% | 8 |
|
|
2024
Q2 | $3.41M | Buy |
19,881
+2,331
| +13% | +$400K | 3.06% | 6 |
|
|
2024
Q1 | $2.73M | Buy |
17,550
+3,048
| +21% | +$475K | 2.64% | 8 |
|
|
2023
Q4 | $2.08M | Buy |
14,502
+3,257
| +29% | +$468K | 2.24% | 11 |
|
|
2023
Q3 | $1.38M | Buy |
11,245
+921
| +9% | +$113K | 1.69% | 19 |
|
|
2023
Q2 | $1.35M | Buy |
10,324
+783
| +8% | +$102K | 1.54% | 20 |
|
|
2023
Q1 | $1.09M | Buy |
9,541
+1,459
| +18% | +$166K | 1.35% | 25 |
|
|
2022
Q4 | $764K | Sell |
8,082
-16
| -0.2% | -$1.51K | 1.05% | 29 |
|
|
2022
Q3 | $736K | Buy |
8,098
+1,399
| +21% | +$127K | 1.07% | 28 |
|
|
2022
Q2 | $646K | Buy |
6,699
+4,498
| +204% | +$434K | 0.88% | 32 |
|
|
2022
Q1 | $271K | Buy |
+2,201
| New | +$271K | 0.32% | 81 |
|