Sound View Wealth Advisors Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Hold	3,072	–	–	0.04%	249
2025 Q4	$690K	Sell	3,072 -250	-8%	-$56.6K	0.05%	235
2025 Q3	$738K	Hold	3,322	–	–	0.05%	230
2025 Q2	$655K	Hold	3,322	–	–	0.05%	237
2025 Q1	$536K	Sell	3,322 -50	-1%	-$8.96K	0.04%	249
2024 Q4	$623K	Buy	3,372 +200	+6%	+$36.6K	0.05%	233
2024 Q3	$554K	Hold	3,172	–	–	0.05%	242
2024 Q2	$544K	Sell	3,172 -650	-17%	-$103K	0.06%	227
2024 Q1	$596K	Sell	3,822 -23	-0.6%	-$3.46K	0.06%	220
2023 Q4	$552K	Buy	3,845 +200	+5%	+$26.5K	0.06%	221
2023 Q3	$448K	Sell	3,645 -3	-0.1%	-$386	0.06%	236
2023 Q2	$477K	Buy	3,648 +1,350	+59%	+$160K	0.06%	228
2023 Q1	$262K	Sell	2,298 -1,547	-40%	-$162K	0.04%	305
2022 Q4	$552K	Buy	+3,845	New	+$371K	0.06%	221