WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,803
| Closed | -$413K | – | 357 |
|
|
2021
Q1 | $413K | Buy |
3,803
+289
| +8% | +$31.4K | 0.03% | 242 |
|
|
2020
Q4 | $385K | Buy |
3,514
+74
| +2% | +$8.11K | 0.03% | 241 |
|
|
2020
Q3 | $328K | Buy |
3,440
+181
| +6% | +$17.3K | 0.03% | 238 |
|
|
2020
Q2 | $293K | Buy |
3,259
+415
| +15% | +$37.3K | 0.03% | 244 |
|
|
2020
Q1 | $207K | Buy |
+2,844
| New | +$207K | 0.03% | 232 |
|