AE Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
12,980
-39,659
| -75% | -$1.64M | ﹤0.01% | 897 |
|
|
2025
Q1 | $2.06M | Buy |
52,639
+5,108
| +11% | +$200K | 0.02% | 523 |
|
|
2024
Q4 | $1.96M | Buy |
47,531
+3,142
| +7% | +$129K | 0.02% | 528 |
|
|
2024
Q3 | $1.84M | Buy |
44,389
+6,075
| +16% | +$252K | 0.02% | 556 |
|
|
2024
Q2 | $1.44M | Buy |
38,314
+5,705
| +17% | +$215K | 0.01% | 610 |
|
|
2024
Q1 | $1.27M | Buy |
32,609
+437
| +1% | +$17K | 0.01% | 602 |
|
|
2023
Q4 | $1.16M | Buy |
32,172
+1,472
| +5% | +$53.2K | 0.01% | 1098 |
|
|
2023
Q3 | $991K | Buy |
30,700
+6,067
| +25% | +$196K | 0.01% | 1100 |
|
|
2023
Q2 | $824K | Buy |
24,633
+8,700
| +55% | +$291K | 0.01% | 1159 |
|
|
2023
Q1 | $514K | Buy |
15,933
+4,313
| +37% | +$139K | ﹤0.01% | 1344 |
|
|
2022
Q4 | $364K | Buy |
+11,620
| New | +$364K | ﹤0.01% | 1420 |
|