SWA
SFMG Wealth 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 | $592K | Buy |
3,000
+93
| +3% | +$18.3K | 0.04% | 134 |
|
|
2025
Q1 | $469K | Buy |
2,907
+81
| +3% | +$13.1K | 0.04% | 155 |
|
|
2024
Q4 | $522K | Buy |
2,826
+430
| +18% | +$79.5K | 0.04% | 144 |
|
|
2024
Q3 | $418K | Buy |
2,396
+848
| +55% | +$148K | 0.03% | 163 |
|
|
2024
Q2 | $266K | Buy |
+1,548
| New | +$266K | 0.02% | 208 |
|
|
2022
Q1 | – | Sell |
-1,594
| Closed | -$216K | – | 307 |
|
|
2021
Q4 | $216K | Buy |
+1,594
| New | +$216K | 0.02% | 256 |
|