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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Sell	28,317 -297	-1%	-$26.7K	0.66%	41
2025 Q4	$2.36M	Sell	28,614 -247	-0.9%	-$20.3K	0.64%	40
2025 Q3	$2.36M	Sell	28,861 -1,645	-5%	-$132K	0.65%	39
2025 Q2	$2.37M	Sell	30,506 -226	-0.7%	-$16.2K	0.71%	35
2025 Q1	$2.1M	Buy	30,732 +678	+2%	+$48.5K	0.59%	37
2024 Q4	$2.11M	Sell	30,054 -1,467	-5%	-$108K	0.56%	40
2024 Q3	$2.27M	Buy	+31,521	New	+$2.15M	0.57%	39
2024 Q2	–	Sell	-34,796	Closed	-$2.3M	–	38
2024 Q1	$2.36M	Sell	34,796 -717	-2%	-$45.3K	0.58%	37
2023 Q4	$2.21M	Sell	35,513 -2,424	-6%	-$136K	0.58%	38
2023 Q3	$2.05M	Buy	37,937 +358	+1%	+$20.3K	0.62%	33
2023 Q2	$2.14M	Sell	37,579 -385	-1%	-$20.4K	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%	+$21.8K	0.74%	28
2022 Q3	$1.65M	Buy	37,781 +992	+3%	+$47.8K	0.68%	27
2022 Q2	$1.66M	Sell	36,789 -691	-2%	-$33.8K	0.71%	28
2022 Q1	$2.02M	Buy	37,480 +828	+2%	+$44K	0.7%	29
2021 Q4	$2.06M	Buy	36,652 +613	+2%	+$33.9K	0.72%	29
2021 Q3	$1.87M	Buy	36,039 +995	+3%	+$53.9K	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%	-$83.6K	0.87%	24
2020 Q4	$1.7M	Buy	36,160 +1,260	+4%	+$55.7K	1.02%	21
2020 Q3	$1.4M	Buy	34,900 +2,954	+9%	+$115K	1.04%	22
2020 Q2	$1.15M	Buy	31,946 +5,103	+19%	+$172K	0.81%	31
2020 Q1	$817K	Buy	+26,843	New	+$1.04M	0.6%	41