Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $275K | Buy |
2,914
+1,437
| +97% | +$136K | 0.04% | 305 |
|
|
2022
Q3 | $134K | Sell |
1,477
-89
| -6% | -$8.07K | 0.04% | 299 |
|
|
2022
Q2 | $151K | Sell |
1,566
-135
| -8% | -$13K | 0.05% | 285 |
|
|
2022
Q1 | $209K | Buy |
+1,701
| New | +$209K | 0.06% | 266 |
|
|
2021
Q3 | $356K | Sell |
3,005
-1,668
| -36% | -$198K | 0.13% | 127 |
|
|
2021
Q2 | $550K | Sell |
4,673
-2,758
| -37% | -$325K | 0.21% | 85 |
|
|
2021
Q1 | $787K | Buy |
+7,431
| New | +$787K | 0.44% | 54 |
|