Horst & Graben 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 | $207K | Buy |
+1,049
| New | +$207K | 0.03% | 170 |
|
2022
Q1 | – | Sell |
-2,220
| Closed | -$301K | – | 138 |
|
2021
Q4 | $301K | Sell |
2,220
-1,189
| -35% | -$161K | 0.08% | 107 |
|
2021
Q3 | $404K | Sell |
3,409
-15,816
| -82% | -$1.87M | 0.11% | 91 |
|
2021
Q2 | $2.27M | Sell |
19,225
-22,228
| -54% | -$2.62M | 0.63% | 31 |
|
2021
Q1 | $4.39M | Buy |
41,453
+7,385
| +22% | +$782K | 1.38% | 18 |
|
2020
Q4 | $3.56M | Buy |
34,068
+3,977
| +13% | +$416K | 1.23% | 21 |
|
2020
Q3 | $2.77M | Buy |
30,091
+6,090
| +25% | +$561K | 1.08% | 24 |
|
2020
Q2 | $1.97M | Buy |
24,001
+9,184
| +62% | +$755K | 0.87% | 22 |
|
2020
Q1 | $929K | Buy |
+14,817
| New | +$929K | 0.49% | 26 |
|