Carson Wealth (CWM LLC)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274K | Buy |
3,172
+2,594
| +449% | +$233K | ﹤0.01% | 2454 |
|
|
2025
Q4 | $48K | Hold |
578
| – | – | ﹤0.01% | 3635 |
|
|
2025
Q3 | $47K | Hold |
578
| – | – | ﹤0.01% | 3575 |
|
|
2025
Q2 | $45K | Hold |
578
| – | – | ﹤0.01% | 3362 |
|
|
2025
Q1 | $40K | Hold |
578
| – | – | ﹤0.01% | 3160 |
|
|
2024
Q4 | $41K | Hold |
578
| – | – | ﹤0.01% | 2947 |
|
|
2024
Q3 | $42K | Hold |
578
| – | – | ﹤0.01% | 2818 |
|
|
2024
Q2 | $38K | Sell |
578
-74
| -11% | -$4.89K | ﹤0.01% | 2656 |
|
|
2024
Q1 | $44K | Buy |
652
+200
| +44% | +$12.6K | ﹤0.01% | 2375 |
|
|
2023
Q4 | $28K | Sell |
452
-101
| -18% | -$5.66K | ﹤0.01% | 2556 |
|
|
2023
Q3 | $30K | Buy |
553
+384
| +227% | +$21.8K | ﹤0.01% | 2407 |
|
|
2023
Q2 | $10K | Hold |
169
| – | – | ﹤0.01% | 3075 |
|
|
2023
Q1 | $9K | Hold |
169
| – | – | ﹤0.01% | 3005 |
|
|
2022
Q4 | $9K | Sell |
169
-52
| -24% | -$2.58K | ﹤0.01% | 2848 |
|
|
2022
Q3 | $10K | Sell |
221
-451
| -67% | -$21.7K | ﹤0.01% | 2672 |
|
|
2022
Q2 | $30K | Buy |
672
+73
| +12% | +$3.57K | ﹤0.01% | 1885 |
|
|
2022
Q1 | $32K | Hold |
599
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q4 | $34K | Buy |
+599
| New | +$33.1K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2519 |
|
|
2021
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 2517 |
|
|
2019
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 2516 |
|
|
2019
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 2516 |
|
|
2019
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2516 |
|
|
2019
Q1 | $3K | Buy |
+52
| New | +$1.92K | ﹤0.01% | 2516 |
|
|
2018
Q1 | – | Sell |
-343
| Closed | -$13K | – | 1451 |
|
|
2017
Q4 | $13K | Hold |
343
| – | – | ﹤0.01% | 814 |
|
|
2017
Q3 | $13K | Hold |
343
| – | – | ﹤0.01% | 825 |
|
|
2017
Q2 | $12K | Hold |
343
| – | – | ﹤0.01% | 740 |
|
|
2017
Q1 | $12K | Hold |
343
| – | – | ﹤0.01% | 707 |
|
|
2016
Q4 | $11K | Hold |
343
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $10K | Hold |
343
| – | – | ﹤0.01% | 700 |
|
|
2016
Q2 | $10K | Buy |
+343
| New | +$9.85K | ﹤0.01% | 554 |
|
Other funds holding FIDU
AWM
AM
SA
