JBR Co Financial 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 | $2.73M | Buy |
13,825
+3,102
| +29% | +$612K | 1.35% | 17 |
|
|
2025
Q1 | $1.73M | Buy |
10,723
+1,725
| +19% | +$278K | 1.01% | 27 |
|
|
2024
Q4 | $1.66M | Buy |
8,998
+3,843
| +75% | +$710K | 1.01% | 26 |
|
|
2024
Q3 | $900K | Buy |
5,155
+332
| +7% | +$57.9K | 0.59% | 43 |
|
|
2024
Q2 | $827K | Buy |
4,823
+968
| +25% | +$166K | 0.58% | 41 |
|
|
2024
Q1 | $601K | Sell |
3,855
-646
| -14% | -$101K | 0.48% | 49 |
|
|
2023
Q4 | $647K | Buy |
+4,501
| New | +$647K | 0.61% | 46 |
|