Bryant Woods Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $962K | Buy |
12,680
+12
| +0.1% | +$910 | 0.42% | 26 |
|
2025
Q1 | $824K | Sell |
12,668
-125
| -1% | -$8.13K | 0.4% | 26 |
|
2024
Q4 | $891K | Sell |
12,793
-79
| -0.6% | -$5.5K | 0.43% | 23 |
|
2024
Q3 | $851K | Sell |
12,872
-14,973
| -54% | -$990K | 0.43% | 21 |
|
2024
Q2 | $1.3M | Buy |
27,845
+14,880
| +115% | +$695K | 0.95% | 14 |
|
2024
Q1 | $783K | Sell |
12,965
-12,780
| -50% | -$771K | 0.46% | 22 |
|
2023
Q4 | $1.36M | Sell |
25,745
-2,100
| -8% | -$111K | 0.87% | 14 |
|
2023
Q3 | $1.3M | Sell |
27,845
-474
| -2% | -$22.1K | 0.95% | 14 |
|
2023
Q2 | $1.37M | Sell |
28,319
-1,418
| -5% | -$68.6K | 0.97% | 14 |
|
2023
Q1 | $1.33M | Buy |
29,737
+7,287
| +32% | +$325K | 1.03% | 13 |
|
2022
Q4 | $961K | Buy |
22,450
+1,627
| +8% | +$69.7K | 0.82% | 18 |
|
2022
Q3 | $856K | Buy |
20,823
+603
| +3% | +$24.8K | 0.81% | 17 |
|
2022
Q2 | $842K | Buy |
20,220
+1,878
| +10% | +$78.2K | 0.79% | 17 |
|
2022
Q1 | $936K | Sell |
18,342
-1,213
| -6% | -$61.9K | 0.76% | 18 |
|
2021
Q4 | $1.05M | Buy |
+19,555
| New | +$1.05M | 0.82% | 15 |
|