HHM Wealth Advisors’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 | $214K | Sell |
1,083
-102
| -9% | -$20.1K | 0.03% | 193 |
|
2025
Q1 | $191K | Hold |
1,185
| – | – | 0.03% | 188 |
|
2024
Q4 | $219K | Hold |
1,185
| – | – | 0.03% | 179 |
|
2024
Q3 | $207K | Sell |
1,185
-50
| -4% | -$8.73K | 0.03% | 164 |
|
2024
Q2 | $212K | Buy |
1,235
+720
| +140% | +$123K | 0.03% | 165 |
|
2024
Q1 | $80.3K | Hold |
515
| – | – | 0.01% | 232 |
|
2023
Q4 | $74K | Hold |
515
| – | – | 0.01% | 234 |
|
2023
Q3 | $63.3K | Sell |
515
-1,680
| -77% | -$207K | 0.01% | 247 |
|
2023
Q2 | $287K | Hold |
2,195
| – | – | 0.05% | 109 |
|
2023
Q1 | $250K | Hold |
2,195
| – | – | 0.05% | 114 |
|
2022
Q4 | $207K | Buy |
+2,195
| New | +$207K | 0.05% | 116 |
|