KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,782
| Closed | -$328K | – | 71 |
|
|
2021
Q2 | $328K | Sell |
2,782
-397
| -12% | -$46.8K | 0.13% | 103 |
|
|
2021
Q1 | $337K | Buy |
3,179
+3
| +0.1% | +$318 | 0.18% | 94 |
|
|
2020
Q4 | $332K | Sell |
3,176
-787
| -20% | -$82.3K | 0.2% | 90 |
|
|
2020
Q3 | $365K | Buy |
3,963
+79
| +2% | +$7.28K | 0.27% | 72 |
|
|
2020
Q2 | $319K | Buy |
+3,884
| New | +$319K | 0.29% | 71 |
|