Stonebridge Financial Planning Group’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 | $872K | Buy |
4,419
+23
| +0.5% | +$4.54K | 0.36% | 83 |
|
|
2025
Q1 | $709K | Buy |
4,396
+110
| +3% | +$17.7K | 0.32% | 86 |
|
|
2024
Q4 | $792K | Sell |
4,286
-384
| -8% | -$71K | 0.35% | 81 |
|
|
2024
Q3 | $815K | Sell |
4,670
-603
| -11% | -$105K | 0.39% | 74 |
|
|
2024
Q2 | $904K | Sell |
5,273
-168
| -3% | -$28.8K | 0.45% | 61 |
|
|
2024
Q1 | $848K | Sell |
5,441
-651
| -11% | -$101K | 0.45% | 63 |
|
|
2023
Q4 | $875K | Sell |
6,092
-3,501
| -36% | -$503K | 0.5% | 52 |
|
|
2023
Q3 | $1.18M | Sell |
9,593
-2,127
| -18% | -$261K | 0.76% | 40 |
|
|
2023
Q2 | $1.53M | Buy |
11,720
+236
| +2% | +$30.8K | 0.93% | 32 |
|
|
2023
Q1 | $1.31M | Sell |
11,484
-2,208
| -16% | -$252K | 0.84% | 37 |
|
|
2022
Q4 | $1.29M | Buy |
13,692
+1,094
| +9% | +$103K | 0.86% | 38 |
|
|
2022
Q3 | $1.15M | Buy |
12,598
+2,958
| +31% | +$269K | 0.8% | 44 |
|
|
2022
Q2 | $930K | Buy |
+9,640
| New | +$930K | 0.63% | 51 |
|