EWM
Endowment Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
1,340
-265
| -17% | -$52.3K | 0.14% | 121 |
|
|
2025
Q1 | $259K | Buy |
1,605
+2
| +0.1% | +$323 | 0.17% | 114 |
|
|
2024
Q4 | $296K | Buy |
1,603
+1
| +0.1% | +$185 | 0.2% | 100 |
|
|
2024
Q3 | $279K | Buy |
1,602
+3
| +0.2% | +$523 | 0.18% | 103 |
|
|
2024
Q2 | $274K | Buy |
1,599
+2
| +0.1% | +$343 | 0.2% | 100 |
|
|
2024
Q1 | $249K | Buy |
1,597
+2
| +0.1% | +$312 | 0.19% | 108 |
|
|
2023
Q4 | $229K | Buy |
+1,595
| New | +$229K | 0.19% | 113 |
|