United Capital Financial Advisors’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 | $698K | Buy |
3,541
+88
| +3% | +$17.4K | 0.01% | 684 |
|
|
2025
Q1 | $557K | Buy |
3,453
+111
| +3% | +$17.9K | ﹤0.01% | 707 |
|
|
2024
Q4 | $618K | Hold |
3,342
| – | – | 0.01% | 674 |
|
|
2024
Q3 | $583K | Buy |
+3,342
| New | +$583K | ﹤0.01% | 690 |
|
|
2024
Q2 | – | Sell |
-1,460
| Closed | -$228K | – | 1055 |
|
|
2024
Q1 | $228K | Buy |
1,460
+25
| +2% | +$3.9K | ﹤0.01% | 970 |
|
|
2023
Q4 | $206K | Sell |
1,435
-884
| -38% | -$127K | ﹤0.01% | 992 |
|
|
2023
Q3 | $285K | Sell |
2,319
-1,000
| -30% | -$123K | ﹤0.01% | 735 |
|
|
2023
Q2 | $434K | Sell |
3,319
-374
| -10% | -$48.9K | ﹤0.01% | 702 |
|
|
2023
Q1 | $421K | Sell |
3,693
-1,355
| -27% | -$154K | ﹤0.01% | 753 |
|
|
2022
Q4 | $477K | Sell |
5,048
-205
| -4% | -$19.4K | ﹤0.01% | 769 |
|
|
2022
Q3 | $478K | Sell |
5,253
-356
| -6% | -$32.4K | ﹤0.01% | 772 |
|
|
2022
Q2 | $541K | Sell |
5,609
-633
| -10% | -$61.1K | ﹤0.01% | 778 |
|
|
2022
Q1 | $768K | Buy |
6,242
+785
| +14% | +$96.6K | ﹤0.01% | 723 |
|
|
2021
Q4 | $739K | Sell |
5,457
-401
| -7% | -$54.3K | ﹤0.01% | 758 |
|
|
2021
Q3 | $695K | Sell |
5,858
-924
| -14% | -$110K | ﹤0.01% | 770 |
|
|
2021
Q2 | $799K | Buy |
6,782
+2,927
| +76% | +$345K | ﹤0.01% | 750 |
|
|
2021
Q1 | $408K | Sell |
3,855
-461
| -11% | -$48.8K | ﹤0.01% | 907 |
|
|
2020
Q4 | $451K | Buy |
4,316
+620
| +17% | +$64.8K | ﹤0.01% | 868 |
|
|
2020
Q3 | $340K | Buy |
3,696
+794
| +27% | +$73K | ﹤0.01% | 919 |
|
|
2020
Q2 | $239K | Sell |
2,902
-1,420
| -33% | -$117K | ﹤0.01% | 1045 |
|
|
2020
Q1 | $271K | Buy |
+4,322
| New | +$271K | ﹤0.01% | 991 |
|
|
2018
Q3 | – | Sell |
-13,328
| Closed | -$737K | – | 1349 |
|
|
2018
Q2 | $737K | Buy |
13,328
+824
| +7% | +$45.6K | 0.01% | 840 |
|
|
2018
Q1 | $649K | Buy |
+12,504
| New | +$649K | ﹤0.01% | 888 |
|