BWM
Buska Wealth Management’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 | $7.55M | Sell |
97,427
-35,570
| -27% | -$2.76M | 2.06% | 16 |
|
|
2025
Q1 | $9.11M | Buy |
132,997
+2,009
| +2% | +$138K | 2.85% | 10 |
|
|
2024
Q4 | $9.21M | Buy |
130,988
+14,304
| +12% | +$1.01M | 2.95% | 8 |
|
|
2024
Q3 | $8.42M | Buy |
116,684
+15,478
| +15% | +$1.12M | 2.94% | 8 |
|
|
2024
Q2 | $6.62M | Buy |
101,206
+21,433
| +27% | +$1.4M | 2.64% | 10 |
|
|
2024
Q1 | $5.41M | Buy |
+79,773
| New | +$5.41M | 2.37% | 11 |
|