Carson Wealth (CWM LLC)’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 | $45K | Hold |
578
| – | – | ﹤0.01% | 3360 |
|
|
2025
Q1 | $40K | Hold |
578
| – | – | ﹤0.01% | 3157 |
|
|
2024
Q4 | $41K | Hold |
578
| – | – | ﹤0.01% | 2945 |
|
|
2024
Q3 | $42K | Hold |
578
| – | – | ﹤0.01% | 2816 |
|
|
2024
Q2 | $38K | Sell |
578
-74
| -11% | -$4.87K | ﹤0.01% | 2654 |
|
|
2024
Q1 | $44K | Buy |
652
+200
| +44% | +$13.5K | ﹤0.01% | 2373 |
|
|
2023
Q4 | $28K | Sell |
452
-101
| -18% | -$6.26K | ﹤0.01% | 2554 |
|
|
2023
Q3 | $30K | Buy |
553
+384
| +227% | +$20.8K | ﹤0.01% | 2406 |
|
|
2023
Q2 | $10K | Hold |
169
| – | – | ﹤0.01% | 3072 |
|
|
2023
Q1 | $9K | Hold |
169
| – | – | ﹤0.01% | 3003 |
|
|
2022
Q4 | $9K | Sell |
169
-52
| -24% | -$2.77K | ﹤0.01% | 2845 |
|
|
2022
Q3 | $10K | Sell |
221
-451
| -67% | -$20.4K | ﹤0.01% | 2669 |
|
|
2022
Q2 | $30K | Buy |
672
+73
| +12% | +$3.26K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $32K | Hold |
599
| – | – | ﹤0.01% | 1809 |
|
|
2021
Q4 | $34K | Buy |
+599
| New | +$34K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2021
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2020
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2020
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2019
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2019
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2019
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 2497 |
|
|
2019
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 2497 |
|
|
2018
Q1 | – | Sell |
-343
| Closed | -$13K | – | 1450 |
|
|
2017
Q4 | $13K | Hold |
343
| – | – | ﹤0.01% | 813 |
|
|
2017
Q3 | $13K | Hold |
343
| – | – | ﹤0.01% | 824 |
|
|
2017
Q2 | $12K | Hold |
343
| – | – | ﹤0.01% | 739 |
|
|
2017
Q1 | $12K | Hold |
343
| – | – | ﹤0.01% | 706 |
|
|
2016
Q4 | $11K | Hold |
343
| – | – | ﹤0.01% | 708 |
|
|
2016
Q3 | $10K | Hold |
343
| – | – | ﹤0.01% | 699 |
|
|
2016
Q2 | $10K | Buy |
+343
| New | +$10K | ﹤0.01% | 553 |
|