HB 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 | $525K | Sell |
2,660
-282
| -10% | -$55.6K | ﹤0.01% | 710 |
|
2025
Q1 | $475K | Buy |
2,942
+11
| +0.4% | +$1.77K | ﹤0.01% | 763 |
|
2024
Q4 | $542K | Buy |
2,931
+17
| +0.6% | +$3.14K | 0.01% | 590 |
|
2024
Q3 | $509K | Hold |
2,914
| – | – | 0.01% | 575 |
|
2024
Q2 | $500K | Buy |
2,914
+1
| +0% | +$172 | 0.01% | 542 |
|
2024
Q1 | $454K | Buy |
2,913
+675
| +30% | +$105K | 0.01% | 531 |
|
2023
Q4 | $322K | Buy |
2,238
+101
| +5% | +$14.5K | ﹤0.01% | 590 |
|
2023
Q3 | $263K | Buy |
2,137
+1
| +0% | +$123 | ﹤0.01% | 602 |
|
2023
Q2 | $279K | Buy |
2,136
+1
| +0% | +$131 | ﹤0.01% | 565 |
|
2023
Q1 | $243K | Buy |
2,135
+1
| +0% | +$114 | ﹤0.01% | 602 |
|
2022
Q4 | $202K | Buy |
+2,134
| New | +$202K | ﹤0.01% | 646 |
|
2022
Q3 | – | Sell |
-2,385
| Closed | -$230K | – | 588 |
|
2022
Q2 | $230K | Buy |
+2,385
| New | +$230K | ﹤0.01% | 509 |
|
2022
Q1 | – | Sell |
-1,953
| Closed | -$264K | – | 597 |
|
2021
Q4 | $264K | Buy |
+1,953
| New | +$264K | 0.01% | 416 |
|