Steward Partners Investment Advisory’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 | $17M | Buy |
86,073
+83,976
| +4,005% | +$16.6M | 0.13% | 156 |
|
2025
Q1 | $338K | Buy |
2,097
+1,837
| +707% | +$296K | ﹤0.01% | 1384 |
|
2024
Q4 | $48.1K | Sell |
260
-165
| -39% | -$30.5K | ﹤0.01% | 2360 |
|
2024
Q3 | $74.2K | Buy |
425
+140
| +49% | +$24.4K | ﹤0.01% | 2034 |
|
2024
Q2 | $48.9K | Sell |
285
-40
| -12% | -$6.86K | ﹤0.01% | 2118 |
|
2024
Q1 | $50.6K | Sell |
325
-60
| -16% | -$9.35K | ﹤0.01% | 2108 |
|
2023
Q4 | $55.3K | Buy |
385
+110
| +40% | +$15.8K | ﹤0.01% | 1939 |
|
2023
Q3 | $33.8K | Buy |
275
+225
| +450% | +$27.7K | ﹤0.01% | 2081 |
|
2023
Q2 | $6.53K | Sell |
50
-245
| -83% | -$32K | ﹤0.01% | 2698 |
|
2023
Q1 | $33.6K | Buy |
295
+276
| +1,453% | +$31.5K | ﹤0.01% | 2032 |
|
2022
Q4 | $1.8K | Hold |
19
| – | – | ﹤0.01% | 3036 |
|
2022
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 3014 |
|
2020
Q2 | – | Sell |
-879
| Closed | -$55K | – | 2690 |
|
2020
Q1 | $55K | Buy |
+879
| New | +$55K | ﹤0.01% | 1219 |
|