Fulcrum Equity 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 | $360K | Buy |
+1,824
| New | +$360K | 0.37% | 64 |
|
|
2024
Q4 | – | Sell |
-1,925
| Closed | -$336K | – | 128 |
|
|
2024
Q3 | $336K | Sell |
1,925
-2
| -0.1% | -$349 | 0.28% | 106 |
|
|
2024
Q2 | $331K | Sell |
1,927
-2,086
| -52% | -$358K | 0.3% | 97 |
|
|
2024
Q1 | $625K | Buy |
4,013
+9
| +0.2% | +$1.4K | 0.74% | 46 |
|
|
2023
Q4 | $575K | Buy |
+4,004
| New | +$575K | 0.71% | 34 |
|
|
2023
Q3 | – | Sell |
-5,186
| Closed | -$677K | – | 102 |
|
|
2023
Q2 | $677K | Buy |
5,186
+714
| +16% | +$93.3K | 0.79% | 33 |
|
|
2023
Q1 | $510K | Buy |
+4,472
| New | +$510K | 0.48% | 55 |
|
|
2022
Q1 | – | Sell |
-29,512
| Closed | -$4M | – | 142 |
|
|
2021
Q4 | $4M | Buy |
+29,512
| New | +$4M | 1.49% | 21 |
|
|
2021
Q2 | – | Sell |
-58,839
| Closed | -$6.23M | – | 198 |
|
|
2021
Q1 | $6.23M | Sell |
58,839
-48,514
| -45% | -$5.14M | 2.46% | 4 |
|
|
2020
Q4 | $11.2M | Buy |
107,353
+2,221
| +2% | +$232K | 4.48% | 2 |
|
|
2020
Q3 | $9.68M | Buy |
+105,132
| New | +$9.68M | 4.49% | 2 |
|