PWA
Physician Wealth Advisors’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 | $207K | Buy |
1,051
+2
| +0.2% | +$394 | 0.03% | 179 |
|
|
2025
Q1 | $169K | Hold |
1,049
| – | – | 0.03% | 196 |
|
|
2024
Q4 | $194K | Buy |
+1,049
| New | +$194K | 0.03% | 188 |
|
|
2022
Q3 | – | Sell |
-2,065
| Closed | -$226K | – | 149 |
|
|
2022
Q2 | $226K | Buy |
2,065
+251
| +14% | +$27.5K | 0.07% | 138 |
|
|
2022
Q1 | $207K | Buy |
+1,814
| New | +$207K | 0.06% | 147 |
|
|
2021
Q3 | – | Sell |
-16,666
| Closed | -$2.02M | – | 159 |
|
|
2021
Q2 | $2.02M | Sell |
16,666
-11,993
| -42% | -$1.46M | 0.58% | 36 |
|
|
2021
Q1 | $3.16M | Buy |
28,659
+2,975
| +12% | +$328K | 1.03% | 25 |
|
|
2020
Q4 | $2.83M | Buy |
+25,684
| New | +$2.83M | 0.96% | 26 |
|