One Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,300
| Closed | -$529K | – | 193 |
|
2022
Q1 | $529K | Sell |
4,300
-2,028
| -32% | -$249K | 0.13% | 87 |
|
2021
Q4 | $857K | Sell |
6,328
-242
| -4% | -$32.8K | 0.22% | 58 |
|
2021
Q3 | $779K | Sell |
6,570
-11,210
| -63% | -$1.33M | 0.23% | 56 |
|
2021
Q2 | $2.09M | Sell |
17,780
-1,305
| -7% | -$154K | 0.66% | 25 |
|
2021
Q1 | $2.02M | Buy |
19,085
+14,791
| +344% | +$1.57M | 0.77% | 20 |
|
2020
Q4 | $449K | Buy |
+4,294
| New | +$449K | 0.24% | 44 |
|