YorkBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,625
| Closed | -$101K | – | 350 |
|
|
2019
Q2 | $101K | Hold |
1,625
| – | – | 0.04% | 284 |
|
|
2019
Q1 | $96K | Sell |
1,625
-375
| -19% | -$22.2K | 0.04% | 281 |
|
|
2018
Q4 | $98K | Hold |
2,000
| – | – | 0.05% | 248 |
|
|
2018
Q3 | $121K | Hold |
2,000
| – | – | 0.06% | 252 |
|
|
2018
Q2 | $111K | Hold |
2,000
| – | – | 0.05% | 275 |
|
|
2018
Q1 | $106K | Hold |
2,000
| – | – | 0.05% | 286 |
|
|
2017
Q4 | $100K | Sell |
2,000
-700
| -26% | -$35K | 0.05% | 291 |
|
|
2017
Q3 | $125K | Sell |
2,700
-300
| -10% | -$13.9K | 0.06% | 231 |
|
|
2017
Q2 | $127K | Hold |
3,000
| – | – | 0.07% | 225 |
|
|
2017
Q1 | $128K | Hold |
3,000
| – | – | 0.07% | 214 |
|
|
2016
Q4 | $111K | Buy |
+3,000
| New | +$111K | 0.07% | 227 |
|