Sound View Wealth Advisors Group’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 | $655K | Hold |
3,322
| – | – | 0.05% | 237 |
|
2025
Q1 | $536K | Sell |
3,322
-50
| -1% | -$8.06K | 0.04% | 249 |
|
2024
Q4 | $623K | Buy |
3,372
+200
| +6% | +$37K | 0.05% | 233 |
|
2024
Q3 | $554K | Hold |
3,172
| – | – | 0.05% | 242 |
|
2024
Q2 | $544K | Sell |
3,172
-650
| -17% | -$111K | 0.06% | 227 |
|
2024
Q1 | $596K | Sell |
3,822
-23
| -0.6% | -$3.58K | 0.06% | 220 |
|
2023
Q4 | $552K | Buy |
3,845
+200
| +5% | +$28.7K | 0.06% | 221 |
|
2023
Q3 | $448K | Sell |
3,645
-3
| -0.1% | -$369 | 0.06% | 236 |
|
2023
Q2 | $477K | Buy |
3,648
+1,350
| +59% | +$176K | 0.06% | 228 |
|
2023
Q1 | $262K | Sell |
2,298
-1,547
| -40% | -$176K | 0.04% | 305 |
|
2022
Q4 | $552K | Buy |
+3,845
| New | +$552K | 0.06% | 221 |
|