LWM
Liberty 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 | $1.08M | Buy |
5,501
+5
| +0.1% | +$986 | 0.17% | 82 |
|
|
2025
Q1 | $886K | Buy |
5,496
+5
| +0.1% | +$806 | 0.17% | 66 |
|
|
2024
Q4 | $1.02M | Buy |
5,491
+34
| +0.6% | +$6.29K | 0.17% | 79 |
|
|
2024
Q3 | $952K | Buy |
5,457
+45
| +0.8% | +$7.85K | 0.16% | 77 |
|
|
2024
Q2 | $928K | Buy |
5,412
+93
| +2% | +$15.9K | 0.17% | 75 |
|
|
2024
Q1 | $829K | Buy |
5,319
+22
| +0.4% | +$3.43K | 0.16% | 81 |
|
|
2023
Q4 | $761K | Sell |
5,297
-4
| -0.1% | -$575 | 0.16% | 73 |
|
|
2023
Q3 | $652K | Sell |
5,301
-229
| -4% | -$28.2K | 0.16% | 73 |
|
|
2023
Q2 | $722K | Buy |
5,530
+361
| +7% | +$47.2K | 0.18% | 66 |
|
|
2023
Q1 | $589K | Buy |
+5,169
| New | +$589K | 0.12% | 109 |
|
|
2021
Q4 | – | Sell |
-834
| Closed | -$99K | – | 504 |
|
|
2021
Q3 | $99K | Buy |
834
+1
| +0.1% | +$119 | 0.04% | 290 |
|
|
2021
Q2 | $98K | Buy |
833
+1
| +0.1% | +$118 | 0.04% | 218 |
|
|
2021
Q1 | $88K | Hold |
832
| – | – | 0.04% | 198 |
|
|
2020
Q4 | $88K | Hold |
832
| – | – | 0.04% | 195 |
|
|
2020
Q3 | $77K | Buy |
832
+133
| +19% | +$12.3K | 0.05% | 183 |
|
|
2020
Q2 | $57K | Hold |
699
| – | – | 0.04% | 205 |
|
|
2020
Q1 | $44K | Buy |
699
+1
| +0.1% | +$63 | 0.04% | 224 |
|
|
2019
Q4 | $50K | Buy |
698
+515
| +281% | +$36.9K | 0.04% | 246 |
|
|
2019
Q3 | $12K | Buy |
183
+1
| +0.5% | +$66 | 0.01% | 483 |
|
|
2019
Q2 | $11K | Hold |
182
| – | – | 0.01% | 501 |
|
|
2019
Q1 | $10K | Buy |
182
+1
| +0.6% | +$55 | 0.01% | 443 |
|
|
2018
Q4 | $8K | Buy |
+181
| New | +$8K | 0.01% | 468 |
|