MWM
Maltin Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
16,585
+400
| +2% | +$78.9K | 1.47% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
16,185
+983
| +6% | +$159K | 1.23% | 26 |
|
|
2024
Q4 | $2.81M | Buy |
15,202
+24
| +0.2% | +$4.44K | 1.38% | 23 |
|
|
2024
Q3 | $2.65M | Sell |
15,178
-42
| -0.3% | -$7.33K | 1.29% | 25 |
|
|
2024
Q2 | $2.61M | Sell |
15,220
-118
| -0.8% | -$20.2K | 1.4% | 23 |
|
|
2024
Q1 | $2.39M | Buy |
15,338
+112
| +0.7% | +$17.5K | 1.34% | 22 |
|
|
2023
Q4 | $2.19M | Sell |
15,226
-883
| -5% | -$127K | 1.39% | 24 |
|
|
2023
Q3 | $1.98M | Sell |
16,109
-327
| -2% | -$40.2K | 1.38% | 25 |
|
|
2023
Q2 | $2.15M | Hold |
16,436
| – | – | 1.52% | 17 |
|
|
2023
Q1 | $1.87M | Buy |
16,436
+608
| +4% | +$69.3K | 1.35% | 27 |
|
|
2022
Q4 | $1.5M | Buy |
15,828
+161
| +1% | +$15.2K | 1.09% | 33 |
|
|
2022
Q3 | $1.43M | Buy |
15,667
+562
| +4% | +$51.1K | 1.13% | 31 |
|
|
2022
Q2 | $1.46M | Sell |
15,105
-502
| -3% | -$48.5K | 1.05% | 34 |
|
|
2022
Q1 | $1.92M | Buy |
15,607
+367
| +2% | +$45.2K | 1.27% | 23 |
|
|
2021
Q4 | $2.06M | Sell |
15,240
-400
| -3% | -$54.2K | 1.24% | 27 |
|
|
2021
Q3 | $1.86M | Sell |
15,640
-528
| -3% | -$62.6K | 1.14% | 27 |
|
|
2021
Q2 | $1.9M | Buy |
16,168
+461
| +3% | +$54.3K | 1.16% | 29 |
|
|
2021
Q1 | $1.66M | Sell |
15,707
-167
| -1% | -$17.7K | 1.08% | 29 |
|
|
2020
Q4 | $1.66M | Sell |
15,874
-2,024
| -11% | -$212K | 1.16% | 27 |
|
|
2020
Q3 | $1.65M | Sell |
17,898
-3,931
| -18% | -$362K | 1.17% | 25 |
|
|
2020
Q2 | $1.8M | Sell |
21,829
-13,720
| -39% | -$1.13M | 1.36% | 23 |
|
|
2020
Q1 | $2.23M | Sell |
35,549
-4,076
| -10% | -$256K | 1.89% | 16 |
|
|
2019
Q4 | $2.87M | Buy |
+39,625
| New | +$2.87M | 1.86% | 17 |
|