Avantax Advisory Services’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 | $2.25M | Buy |
54,221
+11,400
| +27% | +$473K | 0.01% | 744 |
|
|
2025
Q1 | $1.68M | Sell |
42,821
-10,912
| -20% | -$427K | 0.01% | 840 |
|
|
2024
Q4 | $2.21M | Buy |
53,733
+6,409
| +14% | +$264K | 0.01% | 669 |
|
|
2024
Q3 | $1.96M | Buy |
47,324
+1,705
| +4% | +$70.6K | 0.01% | 707 |
|
|
2024
Q2 | $1.72M | Buy |
45,619
+4,547
| +11% | +$171K | 0.01% | 722 |
|
|
2024
Q1 | $1.6M | Buy |
+41,072
| New | +$1.6M | 0.01% | 604 |
|