LJI Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$594K	Sell	2,855 -95	-3%	-$20.9K	0.1%	85
2025 Q4	$663K	Buy	2,950 +35	+1%	+$7.93K	0.1%	86
2025 Q3	$648K	Hold	2,915	–	–	0.11%	67
2025 Q2	$575K	Buy	2,915 +63	+2%	+$10.9K	0.1%	82
2025 Q1	$460K	Buy	2,852 +53	+2%	+$9.5K	0.09%	91
2024 Q4	$517K	Sell	2,799 -553	-16%	-$101K	0.1%	86
2024 Q3	$585K	Sell	3,352 -106	-3%	-$17.9K	0.12%	89
2024 Q2	$593K	Hold	3,458	–	–	0.13%	82
2024 Q1	$539K	Buy	3,458 +523	+18%	+$78.8K	0.14%	76
2023 Q4	$422K	Buy	2,935 +103	+4%	+$13.6K	0.11%	99
2023 Q3	$348K	Buy	2,832 +493	+21%	+$63.4K	0.1%	108
2023 Q2	$306K	Buy	2,339 +420	+22%	+$49.9K	0.09%	116
2023 Q1	$219K	Sell	1,919 -294	-13%	-$30.7K	0.07%	140
2022 Q4	$209K	Buy	+2,213	New	+$214K	0.07%	132