Sowell Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
2,020
-167
| -8% | -$32.9K | 0.02% | 677 |
|
|
2025
Q1 | $353K | Buy |
+2,187
| New | +$353K | 0.02% | 697 |
|
|
2024
Q1 | – | Sell |
-11,090
| Closed | -$1.59M | – | 556 |
|
|
2023
Q4 | $1.59M | Buy |
+11,090
| New | +$1.59M | 0.09% | 252 |
|
|
2023
Q3 | – | Sell |
-24,943
| Closed | -$3.26M | – | 538 |
|
|
2023
Q2 | $3.26M | Buy |
24,943
+5,946
| +31% | +$777K | 0.18% | 134 |
|
|
2023
Q1 | $2.17M | Buy |
+18,997
| New | +$2.17M | 0.17% | 142 |
|
|
2022
Q3 | – | Sell |
-86,459
| Closed | -$3.06M | – | 425 |
|
|
2022
Q2 | $3.06M | Buy |
+86,459
| New | +$3.06M | 0.28% | 81 |
|
|
2021
Q2 | – | Sell |
-13,088
| Closed | -$1.43M | – | 1324 |
|
|
2021
Q1 | $1.43M | Buy |
13,088
+2,577
| +25% | +$281K | 0.05% | 317 |
|
|
2020
Q4 | $1.1M | Buy |
10,511
+309
| +3% | +$32.3K | 0.05% | 310 |
|
|
2020
Q3 | $939K | Sell |
10,202
-267
| -3% | -$24.6K | 0.05% | 310 |
|
|
2020
Q2 | $861K | Buy |
10,469
+4,032
| +63% | +$332K | 0.05% | 310 |
|
|
2020
Q1 | $404K | Buy |
6,437
+1,639
| +34% | +$103K | 0.03% | 453 |
|
|
2019
Q4 | $348K | Sell |
4,798
-2,783
| -37% | -$202K | 0.03% | 556 |
|
|
2019
Q3 | $483K | Buy |
+7,581
| New | +$483K | 0.04% | 423 |
|
|
2019
Q1 | $542K | Buy |
9,139
+792
| +9% | +$47K | 0.06% | 307 |
|
|
2018
Q4 | $411K | Buy |
+8,347
| New | +$411K | 0.06% | 315 |
|