Walkner Condon 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 | $268K | Buy |
1,358
+66
| +5% | +$13K | 0.05% | 232 |
|
|
2025
Q1 | $208K | Sell |
1,292
-856
| -40% | -$138K | 0.04% | 257 |
|
|
2024
Q4 | $397K | Sell |
2,148
-319
| -13% | -$59K | 0.08% | 183 |
|
|
2024
Q3 | $430K | Sell |
2,467
-3,160
| -56% | -$551K | 0.09% | 172 |
|
|
2024
Q2 | $965K | Hold |
5,627
| – | – | 0.21% | 95 |
|
|
2024
Q1 | $877K | Hold |
5,627
| – | – | 0.19% | 104 |
|
|
2023
Q4 | $808K | Sell |
5,627
-224
| -4% | -$32.2K | 0.18% | 108 |
|
|
2023
Q3 | $719K | Hold |
5,851
| – | – | 0.19% | 103 |
|
|
2023
Q2 | $764K | Sell |
5,851
-366
| -6% | -$47.8K | 0.2% | 97 |
|
|
2023
Q1 | $708K | Buy |
6,217
+366
| +6% | +$41.7K | 0.2% | 102 |
|
|
2022
Q4 | $553K | Buy |
5,851
+66
| +1% | +$6.24K | 0.17% | 113 |
|
|
2022
Q3 | $526K | Hold |
5,785
| – | – | 0.17% | 114 |
|
|
2022
Q2 | $558K | Buy |
+5,785
| New | +$558K | 0.17% | 113 |
|