SWM
Selective Wealth Management’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 | $205K | Buy |
+1,020
| New | +$205K | 0.07% | 96 |
|
|
2025
Q1 | – | Sell |
-1,422
| Closed | -$258K | – | 107 |
|
|
2024
Q4 | $258K | Buy |
1,422
+135
| +10% | +$24.5K | 0.1% | 86 |
|
|
2024
Q3 | $226K | Buy |
+1,287
| New | +$226K | 0.09% | 98 |
|
|
2024
Q2 | – | Sell |
-4,018
| Closed | -$614K | – | 106 |
|
|
2024
Q1 | $614K | Buy |
+4,018
| New | +$614K | 0.27% | 51 |
|