River Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$565K	Buy	2,715 +25	+0.9%	+$5.49K	0.06%	144
2025 Q4	$604K	Sell	2,690 -80	-3%	-$18.1K	0.07%	140
2025 Q3	$616K	Sell	2,770 -564	-17%	-$117K	0.07%	141
2025 Q2	$657K	Sell	3,334 -72	-2%	-$12.5K	0.08%	138
2025 Q1	$549K	Buy	3,406 +88	+3%	+$15.8K	0.08%	144
2024 Q4	$613K	Sell	3,318 -331	-9%	-$60.5K	0.08%	138
2024 Q3	$637K	Sell	3,649 -14	-0.4%	-$2.37K	0.08%	133
2024 Q2	$628K	Sell	3,663 -16	-0.4%	-$2.53K	0.09%	126
2024 Q1	$573K	Sell	3,679 -186	-5%	-$28K	0.08%	136
2023 Q4	$555K	Sell	3,865 -34	-0.9%	-$4.5K	0.09%	135
2023 Q3	$479K	Sell	3,899 -640	-14%	-$82.3K	0.09%	140
2023 Q2	$593K	Sell	4,539 -187	-4%	-$22.2K	0.1%	138
2023 Q1	$539K	Sell	4,726 -20	-0.4%	-$2.09K	0.1%	142
2022 Q4	$449K	Buy	4,746 +197	+4%	+$19K	0.09%	155
2022 Q3	$414K	Buy	4,549 +284	+7%	+$29.5K	0.09%	144
2022 Q2	$412K	Sell	4,265 -71	-2%	-$7.57K	0.08%	159
2022 Q1	$534K	Buy	4,336 +532	+14%	+$64.5K	0.09%	148
2021 Q4	$515K	Sell	3,804 -274	-7%	-$35.6K	0.08%	152
2021 Q3	$484K	Buy	4,078 +668	+20%	+$81.8K	0.08%	151
2021 Q2	$402K	Buy	3,410 +139	+4%	+$15.5K	0.07%	165
2021 Q1	$346K	Buy	3,271 +150	+5%	+$15.9K	0.06%	171
2020 Q4	$326K	Sell	3,121 -37	-1%	-$3.6K	0.07%	171
2020 Q3	$291K	Buy	3,158 +159	+5%	+$14.2K	0.08%	166
2020 Q2	$247K	Buy	+2,999	New	+$221K	0.08%	162
2019 Q1	–	Sell	-2,393	Closed	-$118K	–	272
2018 Q4	$118K	Buy	2,393 +51	+2%	+$2.74K	0.05%	176
2018 Q3	$141K	Buy	2,342 +650	+38%	+$38.1K	0.05%	183
2018 Q2	$94K	Buy	+1,692	New	+$92.3K	0.04%	207