AWA
Arkadios Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
32,935
-91
| -0.3% | -$7.06K | 0.08% | 278 |
|
|
2025
Q1 | $2.26M | Buy |
33,026
+28,326
| +603% | +$1.94M | 0.09% | 261 |
|
|
2024
Q4 | $330K | Buy |
4,700
+1,831
| +64% | +$129K | 0.02% | 689 |
|
|
2024
Q3 | $207K | Buy |
+2,869
| New | +$207K | 0.01% | 829 |
|
|
2021
Q4 | – | Sell |
-1,964
| Closed | -$101K | – | 977 |
|
|
2021
Q3 | $101K | Sell |
1,964
-16,700
| -89% | -$859K | 0.01% | 683 |
|
|
2021
Q2 | $1.01M | Buy |
18,664
+150
| +0.8% | +$8.13K | 0.12% | 198 |
|
|
2021
Q1 | $964K | Buy |
18,514
+55
| +0.3% | +$2.86K | 0.16% | 157 |
|
|
2020
Q4 | $867K | Buy |
18,459
+15,278
| +480% | +$718K | 0.18% | 124 |
|
|
2020
Q3 | $135K | Buy |
3,181
+4
| +0.1% | +$170 | 0.07% | 240 |
|
|
2020
Q2 | $115K | Buy |
3,177
+294
| +10% | +$10.7K | 0.06% | 235 |
|
|
2020
Q1 | $87.8K | Buy |
2,883
+1,608
| +126% | +$49K | 0.06% | 251 |
|
|
2019
Q4 | $55.7K | Buy |
+1,275
| New | +$55.7K | 0.03% | 302 |
|