Stone House Investment Management’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 | $149K | Buy |
+753
| New | +$149K | 0.03% | 90 |
|
|
2024
Q1 | – | Sell |
-222
| Closed | -$31.9K | – | 416 |
|
|
2023
Q4 | $31.9K | Sell |
222
-434
| -66% | -$62.4K | 0.01% | 101 |
|
|
2023
Q3 | $80.6K | Sell |
656
-1,159
| -64% | -$142K | 0.03% | 62 |
|
|
2023
Q2 | $237K | Sell |
1,815
-139
| -7% | -$18.2K | 0.09% | 32 |
|
|
2023
Q1 | $223K | Sell |
1,954
-215
| -10% | -$24.5K | 0.08% | 34 |
|
|
2022
Q4 | $205K | Buy |
+2,169
| New | +$205K | 0.07% | 42 |
|
|
2022
Q3 | – | Sell |
-2,527
| Closed | -$244K | – | 43 |
|
|
2022
Q2 | $244K | Sell |
2,527
-26,810
| -91% | -$2.59M | 0.11% | 39 |
|
|
2022
Q1 | $3.61M | Sell |
29,337
-11,335
| -28% | -$1.4M | 1.23% | 16 |
|
|
2021
Q4 | $5.51M | Buy |
40,672
+19,492
| +92% | +$2.64M | 1.88% | 14 |
|
|
2021
Q3 | $2.5M | Buy |
21,180
+4
| +0% | +$471 | 0.97% | 18 |
|
|
2021
Q2 | $2.49M | Sell |
21,176
-28,971
| -58% | -$3.41M | 0.97% | 19 |
|
|
2021
Q1 | $5.24M | Hold |
50,147
| – | – | 2.64% | 14 |
|
|
2020
Q4 | $5.24M | Sell |
50,147
-311
| -0.6% | -$32.5K | 2.64% | 14 |
|
|
2020
Q3 | $4.65M | Sell |
50,458
-2,368
| -4% | -$218K | 1.88% | 18 |
|
|
2020
Q2 | $4.34M | Sell |
52,826
-368
| -0.7% | -$30.3K | 2.18% | 16 |
|
|
2020
Q1 | $3.34M | Sell |
53,194
-21,066
| -28% | -$1.32M | 1.95% | 16 |
|
|
2019
Q4 | $5.38M | Buy |
74,260
+1,610
| +2% | +$117K | 3.93% | 8 |
|
|
2019
Q3 | $4.63M | Sell |
72,650
-1,654
| -2% | -$105K | 2.31% | 15 |
|
|
2019
Q2 | $4.63M | Sell |
74,304
-54,063
| -42% | -$3.37M | 2.42% | 15 |
|
|
2019
Q1 | $7.61M | Sell |
128,367
-2,453
| -2% | -$145K | 3.96% | 8 |
|
|
2018
Q4 | $6.44M | Sell |
130,820
-345
| -0.3% | -$17K | 4.07% | 9 |
|
|
2018
Q3 | $7.9M | Buy |
131,165
+66,839
| +104% | +$4.03M | 4.53% | 7 |
|
|
2018
Q2 | $3.56M | Sell |
64,326
-3,669
| -5% | -$203K | 2.26% | 18 |
|
|
2018
Q1 | $3.53M | Buy |
67,995
+2,092
| +3% | +$109K | 2.29% | 17 |
|
|
2017
Q4 | $3.29M | Buy |
65,903
+23,169
| +54% | +$1.16M | 2.23% | 15 |
|
|
2017
Q3 | $1.97M | Sell |
42,734
-1,893
| -4% | -$87.4K | 1.41% | 20 |
|
|
2017
Q2 | $1.91M | Sell |
44,627
-180
| -0.4% | -$7.69K | 1.37% | 19 |
|
|
2017
Q1 | $1.84M | Buy |
44,807
+564
| +1% | +$23.2K | 1.38% | 20 |
|
|
2016
Q4 | $1.63M | Buy |
+44,243
| New | +$1.63M | 1.37% | 24 |
|