WealthShield Partners’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	$190K	Sell	913 -66	-7%	-$14.5K	0.02%	354
2025 Q4	$220K	Sell	979 -2,023	-67%	-$458K	0.02%	322
2025 Q3	$667K	Buy	3,002 +17	+0.6%	+$3.54K	0.08%	212
2025 Q2	$589K	Sell	2,985 -235	-7%	-$40.7K	0.07%	217
2025 Q1	$519K	Buy	3,220 +92	+3%	+$16.5K	0.07%	216
2024 Q4	$578K	Sell	3,128 -192	-6%	-$35.1K	0.08%	199
2024 Q3	$579K	Sell	3,320 -57	-2%	-$9.63K	0.08%	200
2024 Q2	$579K	Buy	3,377 +73	+2%	+$11.5K	0.09%	191
2024 Q1	$515K	Sell	3,304 -146	-4%	-$22K	0.08%	191
2023 Q4	$496K	Buy	3,450 +343	+11%	+$45.4K	0.08%	200
2023 Q3	$382K	Buy	3,107 +420	+16%	+$54K	0.06%	224
2023 Q2	$351K	Buy	2,687 +959	+55%	+$114K	0.05%	235
2023 Q1	$197K	Buy	+1,728	New	+$181K	0.03%	294
2022 Q1	–	Sell	-2,163	Closed	-$293K	–	348
2021 Q4	$293K	Buy	2,163 +230	+12%	+$29.9K	0.05%	235
2021 Q3	$229K	Buy	1,933 +121	+7%	+$14.8K	0.06%	215
2021 Q2	$213K	Buy	1,812 +101	+6%	+$11.3K	0.03%	250
2021 Q1	$181K	Buy	+1,711	New	+$182K	0.03%	266