Congress Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$786K	Sell	10,133 -86	-0.8%	-$6.67K	0.01%	774
2025 Q1	$700K	Buy	10,219 +149	+1%	+$10.2K	0.01%	718
2024 Q4	$708K	Buy	10,070 +2,335	+30%	+$164K	0.01%	572
2024 Q3	$558K	Buy	7,735 +1,962	+34%	+$142K	0.01%	622
2024 Q2	$377K	Buy	+5,773	New	+$377K	0.01%	575