LWA
Lineweaver Wealth Advisors’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 | $310K | Buy |
1,570
+3
| +0.2% | +$592 | 0.05% | 137 |
|
|
2025
Q1 | $253K | Buy |
1,567
+1
| +0.1% | +$161 | 0.04% | 129 |
|
|
2024
Q4 | $290K | Sell |
1,566
-75
| -5% | -$13.9K | 0.05% | 119 |
|
|
2024
Q3 | $286K | Buy |
1,641
+2
| +0.1% | +$349 | 0.05% | 112 |
|
|
2024
Q2 | $281K | Buy |
1,639
+1
| +0.1% | +$172 | 0.06% | 115 |
|
|
2024
Q1 | $255K | Buy |
1,638
+3
| +0.2% | +$467 | 0.06% | 116 |
|
|
2023
Q4 | $235K | Sell |
1,635
-435
| -21% | -$62.5K | 0.06% | 121 |
|
|
2023
Q3 | $255K | Sell |
2,070
-701
| -25% | -$86.3K | 0.07% | 122 |
|
|
2023
Q2 | $362K | Buy |
2,771
+20
| +0.7% | +$2.61K | 0.1% | 96 |
|
|
2023
Q1 | $314K | Sell |
2,751
-19
| -0.7% | -$2.17K | 0.1% | 103 |
|
|
2022
Q4 | $262K | Sell |
2,770
-219
| -7% | -$20.7K | 0.08% | 110 |
|
|
2022
Q3 | $271K | Sell |
2,989
-58
| -2% | -$5.26K | 0.09% | 109 |
|
|
2022
Q2 | $294K | Sell |
3,047
-665
| -18% | -$64.2K | 0.1% | 106 |
|
|
2022
Q1 | $456K | Sell |
3,712
-1
| -0% | -$123 | 0.13% | 95 |
|
|
2021
Q4 | $502K | Sell |
3,713
-47
| -1% | -$6.35K | 0.14% | 84 |
|
|
2021
Q3 | $446K | Sell |
3,760
-417
| -10% | -$49.5K | 0.14% | 87 |
|
|
2021
Q2 | $492K | Sell |
4,177
-52,492
| -93% | -$6.18M | 0.16% | 70 |
|
|
2021
Q1 | $6M | Buy |
56,669
+2,521
| +5% | +$267K | 2.13% | 12 |
|
|
2020
Q4 | $5.66M | Sell |
54,148
-3,953
| -7% | -$413K | 2.22% | 16 |
|
|
2020
Q3 | $5.35M | Sell |
58,101
-349
| -0.6% | -$32.1K | 2.39% | 14 |
|
|
2020
Q2 | $4.81M | Sell |
58,450
-2,506
| -4% | -$206K | 2.44% | 13 |
|
|
2020
Q1 | $3.83M | Sell |
60,956
-21,708
| -26% | -$1.36M | 2.41% | 14 |
|
|
2019
Q4 | $5.99M | Buy |
+82,664
| New | +$5.99M | 3.38% | 8 |
|