Financial Perspectives’s Fidelity Enhanced Small Cap ETF FESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
11,755
-1,560
| -12% | -$49.9K | 0.11% | 107 |
|
|
2025
Q1 | $393K | Buy |
13,315
+1,461
| +12% | +$43.1K | 0.13% | 92 |
|
|
2024
Q4 | $383K | Buy |
11,854
+527
| +5% | +$17K | 0.13% | 94 |
|
|
2024
Q3 | $364K | Buy |
11,327
+324
| +3% | +$10.4K | 0.13% | 99 |
|
|
2024
Q2 | $320K | Buy |
11,003
+289
| +3% | +$8.41K | 0.12% | 104 |
|
|
2024
Q1 | $322K | Buy |
10,714
+14
| +0.1% | +$421 | 0.12% | 101 |
|
|
2023
Q4 | $301K | Buy |
+10,700
| New | +$301K | 0.12% | 106 |
|