OneDigital Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $856K | Buy |
4,338
+2,865
| +195% | +$565K | 0.01% | 689 |
|
2025
Q1 | $237K | Buy |
+1,473
| New | +$237K | ﹤0.01% | 1246 |
|
2022
Q1 | – | Sell |
-1,534
| Closed | -$208K | – | 766 |
|
2021
Q4 | $208K | Buy |
+1,534
| New | +$208K | 0.01% | 706 |
|
2021
Q3 | – | Sell |
-1,796
| Closed | -$212K | – | 755 |
|
2021
Q2 | $212K | Buy |
+1,796
| New | +$212K | 0.01% | 657 |
|
2021
Q1 | – | Sell |
-4,758
| Closed | -$497K | – | 680 |
|
2020
Q4 | $497K | Buy |
4,758
+833
| +21% | +$87K | 0.03% | 355 |
|
2020
Q3 | $361K | Buy |
+3,925
| New | +$361K | 0.02% | 368 |
|
2019
Q1 | – | Sell |
-101
| Closed | -$5K | – | 1147 |
|
2018
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 950 |
|