WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.7K | Sell |
85
-20
| -19% | -$3.7K | 0.01% | 522 |
|
|
2024
Q3 | $18.3K | Hold |
105
| – | – | 0.01% | 504 |
|
|
2024
Q2 | $18K | Sell |
105
-137
| -57% | -$23.5K | 0.01% | 460 |
|
|
2024
Q1 | $37.7K | Buy |
+242
| New | +$37.7K | 0.01% | 371 |
|
|
2023
Q4 | – | Sell |
-305
| Closed | -$37.5K | – | 431 |
|
|
2023
Q3 | $37.5K | Sell |
305
-4
| -1% | -$492 | 0.01% | 353 |
|
|
2023
Q2 | $40.4K | Sell |
309
-108
| -26% | -$14.1K | 0.02% | 344 |
|
|
2023
Q1 | $47.5K | Sell |
417
-66
| -14% | -$7.52K | 0.02% | 325 |
|
|
2022
Q4 | $45.6K | Sell |
483
-15
| -3% | -$1.42K | 0.03% | 172 |
|
|
2022
Q3 | $45.3K | Sell |
498
-59
| -11% | -$5.37K | 0.03% | 170 |
|
|
2022
Q2 | $53.8K | Sell |
557
-88
| -14% | -$8.49K | 0.04% | 161 |
|
|
2022
Q1 | $79.4K | Buy |
+645
| New | +$79.4K | 0.05% | 142 |
|