Zimmermann Investment Management & Planning’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 | – | Sell |
-1,680
| Closed | -$293K | – | 45 |
|
|
2024
Q3 | $293K | Hold |
1,680
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $288K | Sell |
1,680
-7
| -0.4% | -$1.2K | 0.1% | 111 |
|
|
2024
Q1 | $263K | Sell |
1,687
-13
| -0.8% | -$2.03K | 0.09% | 117 |
|
|
2023
Q4 | $244K | Hold |
1,700
| – | – | 0.1% | 108 |
|
|
2023
Q3 | $209K | Sell |
1,700
-71
| -4% | -$8.73K | 0.1% | 100 |
|
|
2023
Q2 | $231K | Buy |
+1,771
| New | +$231K | 0.11% | 98 |
|
|
2022
Q3 | – | Sell |
-2,193
| Closed | -$212K | – | 95 |
|
|
2022
Q2 | $212K | Sell |
2,193
-114
| -5% | -$11K | 0.15% | 81 |
|
|
2022
Q1 | $284K | Sell |
2,307
-333
| -13% | -$41K | 0.17% | 69 |
|
|
2021
Q4 | $357K | Buy |
+2,640
| New | +$357K | 0.2% | 67 |
|