SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $580K | Hold |
8,005
| – | – | 4.49% | 10 |
|
|
2019
Q3 | $519K | Buy |
+8,005
| New | +$519K | 1.06% | 29 |
|
|
2019
Q2 | – | Sell |
-8,005
| Closed | -$475K | – | 61 |
|
|
2019
Q1 | $475K | Buy |
8,005
+405
| +5% | +$24K | 0.39% | 47 |
|
|
2018
Q4 | $374K | Buy |
+7,600
| New | +$374K | 0.37% | 45 |
|