Cambridge Investment Research Advisors’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 | $10.7M | Buy |
256,896
+7,524
| +3% | +$312K | 0.03% | 516 |
|
|
2025
Q1 | $9.77M | Buy |
249,372
+92,767
| +59% | +$3.63M | 0.03% | 519 |
|
|
2024
Q4 | $6.45M | Buy |
156,605
+109,881
| +235% | +$4.52M | 0.02% | 669 |
|
|
2024
Q3 | $1.93M | Buy |
46,724
+6,526
| +16% | +$270K | 0.01% | 1373 |
|
|
2024
Q2 | $1.52M | Buy |
40,198
+5,035
| +14% | +$190K | 0.01% | 1479 |
|
|
2024
Q1 | $1.37M | Buy |
35,163
+12,325
| +54% | +$479K | 0.01% | 1516 |
|
|
2023
Q4 | $827K | Sell |
22,838
-1,096
| -5% | -$39.7K | ﹤0.01% | 1778 |
|
|
2023
Q3 | $772K | Sell |
23,934
-743
| -3% | -$24K | ﹤0.01% | 1740 |
|
|
2023
Q2 | $825K | Buy |
24,677
+10,881
| +79% | +$364K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $445K | Buy |
+13,796
| New | +$445K | ﹤0.01% | 2175 |
|