Carson Wealth (CWM LLC)’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 | $284K | Buy |
6,845
+3,326
| +95% | +$138K | ﹤0.01% | 1900 |
|
|
2025
Q1 | $138K | Hold |
3,519
| – | – | ﹤0.01% | 2161 |
|
|
2024
Q4 | $145K | Buy |
+3,519
| New | +$145K | ﹤0.01% | 2039 |
|
|
2024
Q2 | – | Sell |
-857
| Closed | -$33K | – | 4700 |
|
|
2024
Q1 | $33K | Hold |
857
| – | – | ﹤0.01% | 2570 |
|
|
2023
Q4 | $31K | Hold |
857
| – | – | ﹤0.01% | 2486 |
|
|
2023
Q3 | $28K | Hold |
857
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q2 | $29K | Hold |
857
| – | – | ﹤0.01% | 2388 |
|
|
2023
Q1 | $28K | Hold |
857
| – | – | ﹤0.01% | 2263 |
|
|
2022
Q4 | $27K | Buy |
+857
| New | +$27K | ﹤0.01% | 2149 |
|