GM
GeoWealth 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 | $238K | Sell |
1,208
-340
| -22% | -$67.1K | 0.01% | 614 |
|
|
2025
Q1 | $250K | Sell |
1,548
-23,099
| -94% | -$3.73M | 0.01% | 594 |
|
|
2024
Q4 | $4.56M | Buy |
24,647
+1,792
| +8% | +$331K | 0.15% | 108 |
|
|
2024
Q3 | $3.99M | Sell |
22,855
-5,721
| -20% | -$998K | 0.14% | 118 |
|
|
2024
Q2 | $4.9M | Buy |
28,576
+18,203
| +175% | +$3.12M | 0.21% | 74 |
|
|
2024
Q1 | $1.62M | Buy |
10,373
+7,565
| +269% | +$1.18M | 0.06% | 209 |
|
|
2023
Q4 | $403K | Buy |
2,808
+655
| +30% | +$94K | 0.03% | 367 |
|
|
2023
Q3 | $265K | Buy |
+2,153
| New | +$265K | 0.03% | 246 |
|
|
2019
Q4 | – | Sell |
-5,144
| Closed | -$328K | – | 132 |
|
|
2019
Q3 | $328K | Buy |
+5,144
| New | +$328K | 0.07% | 139 |
|