HWMA
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Heritage Wealth Management (Arizona)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$275K Buy
2,914
+1,437
+97% +$139K 0.04% 305
2022
Q3 		$134K Sell
1,477
-89
-6% -$9.26K 0.04% 299
2022
Q2 		$151K Sell
1,566
-135
-8% -$14.4K 0.05% 285
2022
Q1 		$209K Buy
+1,701
New +$206K 0.06% 266
2021
Q3 		$356K Sell
3,005
-1,668
-36% -$204K 0.13% 127
2021
Q2 		$550K Sell
4,673
-2,758
-37% -$307K 0.21% 85
2021
Q1 		$787K Buy
+7,431
New +$790K 0.44% 54

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