LWM
LJI 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 | $575K | Buy |
2,915
+63
| +2% | +$12.4K | 0.1% | 82 |
|
|
2025
Q1 | $460K | Buy |
2,852
+53
| +2% | +$8.55K | 0.09% | 91 |
|
|
2024
Q4 | $517K | Sell |
2,799
-553
| -16% | -$102K | 0.1% | 86 |
|
|
2024
Q3 | $585K | Sell |
3,352
-106
| -3% | -$18.5K | 0.12% | 89 |
|
|
2024
Q2 | $593K | Hold |
3,458
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $539K | Buy |
3,458
+523
| +18% | +$81.5K | 0.14% | 76 |
|
|
2023
Q4 | $422K | Buy |
2,935
+103
| +4% | +$14.8K | 0.11% | 99 |
|
|
2023
Q3 | $348K | Buy |
2,832
+493
| +21% | +$60.6K | 0.1% | 108 |
|
|
2023
Q2 | $306K | Buy |
2,339
+420
| +22% | +$54.9K | 0.09% | 115 |
|
|
2023
Q1 | $219K | Sell |
1,919
-294
| -13% | -$33.5K | 0.07% | 140 |
|
|
2022
Q4 | $209K | Buy |
+2,213
| New | +$209K | 0.07% | 132 |
|