Envestnet Asset Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
18,179
+5,946
| +49% | +$162K | ﹤0.01% | 3695 |
|
|
2025
Q1 | $309K | Buy |
12,233
+83
| +0.7% | +$2.1K | ﹤0.01% | 3910 |
|
|
2024
Q4 | $327K | Sell |
12,150
-528
| -4% | -$14.2K | ﹤0.01% | 3853 |
|
|
2024
Q3 | $348K | Buy |
12,678
+1,031
| +9% | +$28.3K | ﹤0.01% | 3737 |
|
|
2024
Q2 | $294K | Buy |
11,647
+715
| +7% | +$18K | ﹤0.01% | 3744 |
|
|
2024
Q1 | $287K | Sell |
10,932
-166
| -1% | -$4.35K | ﹤0.01% | 3749 |
|
|
2023
Q4 | $262K | Buy |
11,098
+3
| +0% | +$71 | ﹤0.01% | 3687 |
|
|
2023
Q3 | $234K | Sell |
11,095
-10,516
| -49% | -$221K | ﹤0.01% | 3657 |
|
|
2023
Q2 | $469K | Buy |
+21,611
| New | +$469K | ﹤0.01% | 3248 |
|