Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,448
| Closed | -$208K | – | 200 |
|
|
2023
Q4 | $208K | Sell |
1,448
-596
| -29% | -$85.6K | 0.02% | 188 |
|
|
2023
Q3 | $251K | Buy |
2,044
+4
| +0.2% | +$492 | 0.03% | 158 |
|
|
2023
Q2 | $266K | Buy |
2,040
+4
| +0.2% | +$523 | 0.03% | 163 |
|
|
2023
Q1 | $232K | Buy |
+2,036
| New | +$232K | 0.03% | 183 |
|
|
2022
Q2 | – | Sell |
-2,258
| Closed | -$278K | – | 197 |
|
|
2022
Q1 | $278K | Buy |
2,258
+4
| +0.2% | +$492 | 0.04% | 176 |
|
|
2021
Q4 | $305K | Buy |
+2,254
| New | +$305K | 0.03% | 165 |
|