Stonebridge Financial Planning 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	$908K	Buy	4,364 +33	+0.8%	+$7.25K	0.33%	89
2025 Q4	$973K	Sell	4,331 -81	-2%	-$18.4K	0.35%	85
2025 Q3	$980K	Sell	4,412 -7	-0.2%	-$1.46K	0.37%	80
2025 Q2	$872K	Buy	4,419 +23	+0.5%	+$3.98K	0.36%	83
2025 Q1	$709K	Buy	4,396 +110	+3%	+$19.7K	0.32%	86
2024 Q4	$792K	Sell	4,286 -384	-8%	-$70.2K	0.35%	81
2024 Q3	$815K	Sell	4,670 -603	-11%	-$102K	0.39%	74
2024 Q2	$904K	Sell	5,273 -168	-3%	-$26.6K	0.45%	61
2024 Q1	$848K	Sell	5,441 -651	-11%	-$98K	0.45%	63
2023 Q4	$875K	Sell	6,092 -3,501	-36%	-$464K	0.5%	52
2023 Q3	$1.18M	Sell	9,593 -2,127	-18%	-$274K	0.76%	40
2023 Q2	$1.53M	Buy	11,720 +236	+2%	+$28K	0.93%	32
2023 Q1	$1.31M	Sell	11,484 -2,208	-16%	-$231K	0.84%	37
2022 Q4	$1.29M	Buy	13,692 +1,094	+9%	+$106K	0.86%	38
2022 Q3	$1.15M	Buy	12,598 +2,958	+31%	+$308K	0.8%	44
2022 Q2	$930K	Buy	+9,640	New	+$1.03M	0.63%	51