Ellis Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 798 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$7K | – | 820 |
|
|
2021
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 619 |
|