BFA
BMS Financial Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,612
| Closed | -$633K | – | 121 |
|
|
2023
Q1 | $633K | Buy |
+19,612
| New | +$633K | 0.44% | 44 |
|
|
2022
Q4 | – | Sell |
-31,565
| Closed | -$907K | – | 101 |
|
|
2022
Q3 | $907K | Buy |
+31,565
| New | +$907K | 0.64% | 25 |
|
|
2022
Q2 | – | Sell |
-12,543
| Closed | -$430K | – | 101 |
|
|
2022
Q1 | $430K | Buy |
+12,543
| New | +$430K | 0.27% | 78 |
|