LWM
Lodestone 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 | $202K | Buy |
+1,024
| New | +$202K | 0.1% | 167 |
|
|
2024
Q3 | – | Sell |
-1,735
| Closed | -$298K | – | 149 |
|
|
2024
Q2 | $298K | Sell |
1,735
-9
| -0.5% | -$1.54K | 0.16% | 120 |
|
|
2024
Q1 | $272K | Buy |
1,744
+6
| +0.3% | +$935 | 0.14% | 127 |
|
|
2023
Q4 | $250K | Sell |
1,738
-170
| -9% | -$24.4K | 0.14% | 129 |
|
|
2023
Q3 | $235K | Sell |
1,908
-807
| -30% | -$99.2K | 0.16% | 118 |
|
|
2023
Q2 | $355K | Sell |
2,715
-1,548
| -36% | -$202K | 0.24% | 98 |
|
|
2023
Q1 | $486K | Sell |
4,263
-3
| -0.1% | -$342 | 0.37% | 68 |
|
|
2022
Q4 | $403K | Buy |
+4,266
| New | +$403K | 0.33% | 77 |
|