River 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $657K | Sell |
3,334
-72
| -2% | -$14.2K | 0.08% | 138 |
|
2025
Q1 | $549K | Buy |
3,406
+88
| +3% | +$14.2K | 0.08% | 144 |
|
2024
Q4 | $613K | Sell |
3,318
-331
| -9% | -$61.2K | 0.08% | 138 |
|
2024
Q3 | $637K | Sell |
3,649
-14
| -0.4% | -$2.44K | 0.08% | 133 |
|
2024
Q2 | $628K | Sell |
3,663
-16
| -0.4% | -$2.74K | 0.09% | 126 |
|
2024
Q1 | $573K | Sell |
3,679
-186
| -5% | -$29K | 0.08% | 136 |
|
2023
Q4 | $555K | Sell |
3,865
-34
| -0.9% | -$4.88K | 0.09% | 135 |
|
2023
Q3 | $479K | Sell |
3,899
-640
| -14% | -$78.7K | 0.09% | 140 |
|
2023
Q2 | $593K | Sell |
4,539
-187
| -4% | -$24.4K | 0.1% | 138 |
|
2023
Q1 | $539K | Sell |
4,726
-20
| -0.4% | -$2.28K | 0.1% | 142 |
|
2022
Q4 | $449K | Buy |
4,746
+197
| +4% | +$18.6K | 0.09% | 155 |
|
2022
Q3 | $414K | Buy |
4,549
+284
| +7% | +$25.8K | 0.09% | 144 |
|
2022
Q2 | $412K | Sell |
4,265
-71
| -2% | -$6.86K | 0.08% | 159 |
|
2022
Q1 | $534K | Buy |
4,336
+532
| +14% | +$65.5K | 0.09% | 148 |
|
2021
Q4 | $515K | Sell |
3,804
-274
| -7% | -$37.1K | 0.08% | 152 |
|
2021
Q3 | $484K | Buy |
4,078
+668
| +20% | +$79.3K | 0.08% | 151 |
|
2021
Q2 | $402K | Buy |
3,410
+139
| +4% | +$16.4K | 0.07% | 165 |
|
2021
Q1 | $346K | Buy |
3,271
+150
| +5% | +$15.9K | 0.06% | 171 |
|
2020
Q4 | $326K | Sell |
3,121
-37
| -1% | -$3.87K | 0.07% | 171 |
|
2020
Q3 | $291K | Buy |
3,158
+159
| +5% | +$14.7K | 0.08% | 166 |
|
2020
Q2 | $247K | Buy |
+2,999
| New | +$247K | 0.08% | 162 |
|
2019
Q1 | – | Sell |
-2,393
| Closed | -$118K | – | 272 |
|
2018
Q4 | $118K | Buy |
2,393
+51
| +2% | +$2.52K | 0.05% | 176 |
|
2018
Q3 | $141K | Buy |
2,342
+650
| +38% | +$39.1K | 0.05% | 183 |
|
2018
Q2 | $94K | Buy |
+1,692
| New | +$94K | 0.04% | 207 |
|