J.P. Morgan Private Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $216K | Hold |
1,756
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q2 | $229K | Hold |
1,756
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q1 | $200K | Sell |
1,756
-3,007
| -63% | -$343K | ﹤0.01% | 1837 |
|
|
2022
Q4 | $450K | Buy |
4,763
+314
| +7% | +$29.7K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $405K | Sell |
4,449
-4,070
| -48% | -$370K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $822K | Sell |
8,519
-597
| -7% | -$57.6K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $1.12M | Sell |
9,116
-210
| -2% | -$25.8K | ﹤0.01% | 1168 |
|
|
2021
Q4 | $1.26M | Buy |
9,326
+616
| +7% | +$83.4K | ﹤0.01% | 1119 |
|
|
2021
Q3 | $1.03M | Sell |
8,710
-300
| -3% | -$35.6K | ﹤0.01% | 1193 |
|
|
2021
Q2 | $1.06M | Buy |
+9,010
| New | +$1.06M | ﹤0.01% | 1168 |
|
|
2021
Q1 | – | Sell |
-18,486
| Closed | -$1.93M | – | 1768 |
|
|
2020
Q4 | $1.93M | Sell |
18,486
-107
| -0.6% | -$11.2K | 0.01% | 738 |
|
|
2020
Q3 | $1.71M | Buy |
18,593
+701
| +4% | +$64.5K | 0.01% | 697 |
|
|
2020
Q2 | $1.47M | Sell |
17,892
-410
| -2% | -$33.7K | 0.01% | 677 |
|
|
2020
Q1 | $1.15M | Sell |
18,302
-141
| -0.8% | -$8.84K | 0.01% | 668 |
|
|
2019
Q4 | $1.34M | Buy |
18,443
+165
| +0.9% | +$12K | 0.01% | 700 |
|
|
2019
Q3 | $1.17M | Buy |
18,278
+6
| +0% | +$383 | 0.01% | 707 |
|
|
2019
Q2 | $1.14M | Buy |
18,272
+12
| +0.1% | +$747 | 0.01% | 709 |
|
|
2019
Q1 | $1.08M | Sell |
18,260
-388
| -2% | -$23K | 0.01% | 769 |
|
|
2018
Q4 | $918K | Buy |
+18,648
| New | +$918K | 0.01% | 772 |
|