Evergreen Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
122,952
+5,062
| +4% | +$210K | 2.14% | 21 |
|
|
2025
Q1 | $4.62M | Buy |
117,890
+1,232
| +1% | +$48.2K | 2.16% | 19 |
|
|
2024
Q4 | $4.8M | Sell |
116,658
-390
| -0.3% | -$16.1K | 2.25% | 18 |
|
|
2024
Q3 | $4.85M | Buy |
117,048
+1,070
| +0.9% | +$44.3K | 2.25% | 19 |
|
|
2024
Q2 | $4.37M | Buy |
115,978
+1,948
| +2% | +$73.4K | 2.15% | 19 |
|
|
2024
Q1 | $4.43M | Buy |
114,030
+14,974
| +15% | +$582K | 2.22% | 18 |
|
|
2023
Q4 | $3.59M | Buy |
+99,056
| New | +$3.59M | 1.93% | 21 |
|