WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
2,985
-235
| -7% | -$46.3K | 0.07% | 217 |
|
|
2025
Q1 | $519K | Buy |
3,220
+92
| +3% | +$14.8K | 0.07% | 215 |
|
|
2024
Q4 | $578K | Sell |
3,128
-192
| -6% | -$35.5K | 0.08% | 199 |
|
|
2024
Q3 | $579K | Sell |
3,320
-57
| -2% | -$9.95K | 0.08% | 200 |
|
|
2024
Q2 | $579K | Buy |
3,377
+73
| +2% | +$12.5K | 0.09% | 191 |
|
|
2024
Q1 | $515K | Sell |
3,304
-146
| -4% | -$22.8K | 0.08% | 191 |
|
|
2023
Q4 | $496K | Buy |
3,450
+343
| +11% | +$49.3K | 0.08% | 200 |
|
|
2023
Q3 | $382K | Buy |
3,107
+420
| +16% | +$51.6K | 0.06% | 224 |
|
|
2023
Q2 | $351K | Buy |
2,687
+959
| +55% | +$125K | 0.05% | 235 |
|
|
2023
Q1 | $197K | Buy |
+1,728
| New | +$197K | 0.03% | 294 |
|
|
2022
Q1 | – | Sell |
-2,163
| Closed | -$293K | – | 348 |
|
|
2021
Q4 | $293K | Buy |
2,163
+230
| +12% | +$31.2K | 0.05% | 235 |
|
|
2021
Q3 | $229K | Buy |
1,933
+121
| +7% | +$14.3K | 0.06% | 215 |
|
|
2021
Q2 | $213K | Buy |
1,812
+101
| +6% | +$11.9K | 0.03% | 250 |
|
|
2021
Q1 | $181K | Buy |
+1,711
| New | +$181K | 0.03% | 266 |
|