SFA
Sequoia Financial 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 | $773K | Sell |
3,918
-196
| -5% | -$38.7K | 0.01% | 794 |
|
|
2025
Q1 | $663K | Sell |
4,114
-250
| -6% | -$40.3K | 0.01% | 751 |
|
|
2024
Q4 | $807K | Buy |
4,364
+1,000
| +30% | +$185K | 0.01% | 649 |
|
|
2024
Q3 | $587K | Buy |
3,364
+322
| +11% | +$56.2K | 0.01% | 695 |
|
|
2024
Q2 | $522K | Sell |
3,042
-111
| -4% | -$19K | 0.01% | 669 |
|
|
2024
Q1 | $491K | Sell |
3,153
-202
| -6% | -$31.5K | 0.01% | 690 |
|
|
2023
Q4 | $482K | Buy |
3,355
+1,207
| +56% | +$173K | 0.01% | 747 |
|
|
2023
Q3 | $264K | Hold |
2,148
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $281K | Sell |
2,148
-69
| -3% | -$9.01K | ﹤0.01% | 724 |
|
|
2023
Q1 | $253K | Buy |
+2,217
| New | +$253K | 0.01% | 686 |
|
|
2022
Q2 | – | Sell |
-2,567
| Closed | -$316K | – | 623 |
|
|
2022
Q1 | $316K | Buy |
+2,567
| New | +$316K | 0.01% | 485 |
|
|
2020
Q1 | – | Sell |
-3,008
| Closed | -$218K | – | 381 |
|
|
2019
Q4 | $218K | Buy |
+3,008
| New | +$218K | 0.01% | 349 |
|