Benjamin F. Edwards & Company’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $174K | Sell |
6,891
-80
| -1% | -$2.02K | ﹤0.01% | 953 |
|
|
2024
Q1 | $183K | Sell |
6,971
-48
| -0.7% | -$1.26K | ﹤0.01% | 938 |
|
|
2023
Q4 | $166K | Sell |
7,019
-1,290
| -16% | -$30.5K | ﹤0.01% | 929 |
|
|
2023
Q3 | $175K | Buy |
8,309
+28
| +0.3% | +$590 | 0.01% | 770 |
|
|
2023
Q2 | $180K | Buy |
8,281
+830
| +11% | +$18K | 0.01% | 766 |
|
|
2023
Q1 | $156K | Buy |
7,451
+1,180
| +19% | +$24.7K | 0.01% | 782 |
|
|
2022
Q4 | $127K | Buy |
6,271
+4,920
| +364% | +$99.6K | 0.01% | 830 |
|
|
2022
Q3 | $25K | Hold |
1,351
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q2 | $25K | Buy |
+1,351
| New | +$25K | ﹤0.01% | 1198 |
|