Waypoint Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,730
| Closed | -$1.11M | – | 71 |
|
|
2023
Q1 | $1.11M | Hold |
9,730
| – | – | 0.4% | 23 |
|
|
2022
Q4 | $920K | Hold |
9,730
| – | – | 0.36% | 22 |
|
|
2022
Q3 | $885K | Hold |
9,730
| – | – | 0.37% | 22 |
|
|
2022
Q2 | $939K | Hold |
9,730
| – | – | 0.36% | 27 |
|
|
2022
Q1 | $1.2M | Hold |
9,730
| – | – | 0.44% | 21 |
|
|
2021
Q4 | $1.32M | Hold |
9,730
| – | – | 0.45% | 20 |
|
|
2021
Q3 | $1.15M | Hold |
9,730
| – | – | 0.43% | 17 |
|
|
2021
Q2 | $1.15M | Hold |
9,730
| – | – | 0.44% | 15 |
|
|
2021
Q1 | $1.03M | Buy |
+9,730
| New | +$1.03M | 0.75% | 15 |
|