EWM
EPG Wealth Management’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 | $2.37M | Sell |
30,506
-226
| -0.7% | -$17.5K | 0.71% | 35 |
|
|
2025
Q1 | $2.1M | Buy |
30,732
+678
| +2% | +$46.4K | 0.59% | 37 |
|
|
2024
Q4 | $2.11M | Sell |
30,054
-1,467
| -5% | -$103K | 0.56% | 40 |
|
|
2024
Q3 | $2.27M | Buy |
+31,521
| New | +$2.27M | 0.57% | 39 |
|
|
2024
Q2 | – | Sell |
-34,796
| Closed | -$2.36M | – | 38 |
|
|
2024
Q1 | $2.36M | Sell |
34,796
-717
| -2% | -$48.6K | 0.58% | 37 |
|
|
2023
Q4 | $2.21M | Sell |
35,513
-2,424
| -6% | -$151K | 0.58% | 38 |
|
|
2023
Q3 | $2.05M | Buy |
37,937
+358
| +1% | +$19.4K | 0.62% | 33 |
|
|
2023
Q2 | $2.14M | Sell |
37,579
-385
| -1% | -$21.9K | 0.63% | 35 |
|
|
2023
Q1 | $2.01M | Sell |
37,964
-256
| -0.7% | -$13.5K | 0.63% | 33 |
|
|
2022
Q4 | $1.94M | Buy |
38,220
+439
| +1% | +$22.3K | 0.74% | 28 |
|
|
2022
Q3 | $1.65M | Buy |
37,781
+992
| +3% | +$43.3K | 0.68% | 27 |
|
|
2022
Q2 | $1.66M | Sell |
36,789
-691
| -2% | -$31.2K | 0.71% | 28 |
|
|
2022
Q1 | $2.02M | Buy |
37,480
+828
| +2% | +$44.6K | 0.7% | 29 |
|
|
2021
Q4 | $2.06M | Buy |
36,652
+613
| +2% | +$34.4K | 0.72% | 29 |
|
|
2021
Q3 | $1.87M | Buy |
36,039
+995
| +3% | +$51.6K | 0.75% | 26 |
|
|
2021
Q2 | $1.9M | Buy |
35,044
+588
| +2% | +$31.9K | 0.81% | 24 |
|
|
2021
Q1 | $1.79M | Sell |
34,456
-1,704
| -5% | -$88.7K | 0.87% | 24 |
|
|
2020
Q4 | $1.7M | Buy |
36,160
+1,260
| +4% | +$59.2K | 1.02% | 21 |
|
|
2020
Q3 | $1.4M | Buy |
34,900
+2,954
| +9% | +$119K | 1.04% | 22 |
|
|
2020
Q2 | $1.15M | Buy |
31,946
+5,103
| +19% | +$183K | 0.81% | 31 |
|
|
2020
Q1 | $817K | Buy |
+26,843
| New | +$817K | 0.6% | 41 |
|