MSWM
Mowery & Schoenfeld 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 | $4.17M | Sell |
21,168
-4,459
| -17% | -$879K | 6.34% | 2 |
|
|
2025
Q1 | $4.13M | Sell |
25,627
-10,656
| -29% | -$1.72M | 8.1% | 1 |
|
|
2024
Q4 | $6.71M | Sell |
36,283
-28,198
| -44% | -$5.21M | 13.04% | 1 |
|
|
2024
Q3 | $11.3M | Sell |
64,481
-21,676
| -25% | -$3.78M | 17.78% | 1 |
|
|
2024
Q2 | $14.8M | Buy |
86,157
+30,544
| +55% | +$5.24M | 21.22% | 1 |
|
|
2024
Q1 | $8.67M | Buy |
55,613
+2,003
| +4% | +$312K | 16.7% | 1 |
|
|
2023
Q4 | $7.7M | Buy |
+53,610
| New | +$7.7M | 15.56% | 1 |
|