KWMG
King 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
55,609
-677
| -1% | -$134K | 1.49% | 19 |
|
|
2025
Q1 | $9.08M | Sell |
56,286
-1,294
| -2% | -$209K | 1.38% | 21 |
|
|
2024
Q4 | $10.6M | Sell |
57,580
-278
| -0.5% | -$51.4K | 1.55% | 19 |
|
|
2024
Q3 | $10.1M | Sell |
57,858
-2,194
| -4% | -$383K | 1.57% | 17 |
|
|
2024
Q2 | $10.3M | Sell |
60,052
-626
| -1% | -$107K | 1.72% | 16 |
|
|
2024
Q1 | $9.46M | Sell |
60,678
-1,204
| -2% | -$188K | 1.66% | 15 |
|
|
2023
Q4 | $8.89M | Sell |
61,882
-4,034
| -6% | -$579K | 1.72% | 15 |
|
|
2023
Q3 | $8.1M | Sell |
65,916
-1,492
| -2% | -$183K | 1.71% | 16 |
|
|
2023
Q2 | $8.81M | Sell |
67,408
-2,529
| -4% | -$330K | 1.78% | 16 |
|
|
2023
Q1 | $7.97M | Sell |
69,937
-1,476
| -2% | -$168K | 1.76% | 16 |
|
|
2022
Q4 | $6.75M | Sell |
71,413
-29,900
| -30% | -$2.83M | 1.61% | 17 |
|
|
2022
Q3 | $9.21M | Sell |
101,313
-2,339
| -2% | -$213K | 2.34% | 11 |
|
|
2022
Q2 | $10M | Sell |
103,652
-14,736
| -12% | -$1.42M | 2.39% | 11 |
|
|
2022
Q1 | $14.6M | Sell |
118,388
-13,255
| -10% | -$1.63M | 2.86% | 10 |
|
|
2021
Q4 | $17.8M | Buy |
131,643
+1,283
| +1% | +$174K | 3.31% | 8 |
|
|
2021
Q3 | $15.5M | Buy |
130,360
+135
| +0.1% | +$16K | 3.17% | 9 |
|
|
2021
Q2 | $15.3M | Sell |
130,225
-75
| -0.1% | -$8.83K | 3.14% | 10 |
|
|
2021
Q1 | $13.8M | Sell |
130,300
-20,721
| -14% | -$2.19M | 3.1% | 9 |
|
|
2020
Q4 | $15.8M | Sell |
151,021
-5,009
| -3% | -$523K | 3.7% | 7 |
|
|
2020
Q3 | $14.4M | Sell |
156,030
-1,648
| -1% | -$152K | 3.73% | 7 |
|
|
2020
Q2 | $13M | Sell |
157,678
-129
| -0.1% | -$10.6K | 3.81% | 7 |
|
|
2020
Q1 | $9.89M | Buy |
157,807
+1,554
| +1% | +$97.4K | 4.27% | 6 |
|
|
2019
Q4 | $11.3M | Buy |
156,253
+6,619
| +4% | +$480K | 3% | 9 |
|
|
2019
Q3 | $9.54M | Buy |
149,634
+5,320
| +4% | +$339K | 2.74% | 10 |
|
|
2019
Q2 | $8.99M | Buy |
144,314
+16,262
| +13% | +$1.01M | 2.69% | 11 |
|
|
2019
Q1 | $7.59M | Buy |
128,052
+25,098
| +24% | +$1.49M | 2.38% | 13 |
|
|
2018
Q4 | $5.07M | Buy |
102,954
+14,180
| +16% | +$698K | 1.83% | 16 |
|
|
2018
Q3 | $5.35M | Buy |
88,774
+8,993
| +11% | +$542K | 1.67% | 17 |
|
|
2018
Q2 | $4.41M | Buy |
79,781
+6,590
| +9% | +$364K | 1.51% | 19 |
|
|
2018
Q1 | $3.8M | Buy |
73,191
+2,236
| +3% | +$116K | 1.35% | 20 |
|
|
2017
Q4 | $3.55M | Buy |
70,955
+818
| +1% | +$40.9K | 1.25% | 21 |
|
|
2017
Q3 | $3.24M | Buy |
70,137
+2,687
| +4% | +$124K | 1.2% | 22 |
|
|
2017
Q2 | $2.88M | Buy |
67,450
+4,161
| +7% | +$178K | 1.14% | 23 |
|
|
2017
Q1 | $2.6M | Buy |
63,289
+7,022
| +12% | +$289K | 1.09% | 24 |
|
|
2016
Q4 | $2.08M | Buy |
56,267
+4,356
| +8% | +$161K | 0.93% | 24 |
|
|
2016
Q3 | $1.9M | Buy |
51,911
+1,534
| +3% | +$56.1K | 0.94% | 24 |
|
|
2016
Q2 | $1.63M | Buy |
50,377
+48
| +0.1% | +$1.55K | 0.87% | 28 |
|
|
2016
Q1 | $1.67M | Buy |
+50,329
| New | +$1.67M | 0.9% | 27 |
|