Plante Moran Financial 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 | – | Sell |
-8
| Closed | -$1.29K | – | 809 |
|
|
2025
Q1 | $1.29K | Buy |
+8
| New | +$1.29K | ﹤0.01% | 711 |
|
|
2024
Q4 | – | Sell |
-262
| Closed | -$45.7K | – | 948 |
|
|
2024
Q3 | $45.7K | Hold |
262
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $44.9K | Hold |
262
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $40.8K | Hold |
262
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $37.6K | Hold |
262
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $32.2K | Hold |
262
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $34.2K | Buy |
262
+40
| +18% | +$5.23K | ﹤0.01% | 349 |
|
|
2023
Q1 | $25.3K | Hold |
222
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $21K | Buy |
222
+73
| +49% | +$6.9K | ﹤0.01% | 448 |
|
|
2022
Q3 | $14K | Hold |
149
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $14K | Sell |
149
-300
| -67% | -$28.2K | ﹤0.01% | 536 |
|
|
2022
Q1 | $55K | Sell |
449
-670
| -60% | -$82.1K | 0.01% | 318 |
|
|
2021
Q4 | $152K | Sell |
1,119
-989
| -47% | -$134K | 0.02% | 207 |
|
|
2021
Q3 | $250K | Buy |
2,108
+1,673
| +385% | +$198K | 0.06% | 161 |
|
|
2021
Q2 | $51K | Hold |
435
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $46K | Buy |
435
+11
| +3% | +$1.16K | 0.01% | 383 |
|
|
2020
Q4 | $44K | Hold |
424
| – | – | 0.01% | 385 |
|
|
2020
Q3 | $39K | Sell |
424
-54
| -11% | -$4.97K | 0.01% | 362 |
|
|
2020
Q2 | $39K | Buy |
478
+43
| +10% | +$3.51K | 0.02% | 321 |
|
|
2020
Q1 | $27K | Sell |
435
-38
| -8% | -$2.36K | 0.01% | 340 |
|
|
2019
Q4 | $34K | Buy |
+473
| New | +$34K | 0.01% | 378 |
|