FWM
FMA Wealth Management’s Fidelity Enhanced Small Cap ETF FESM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Buy |
87,419
+1,629
| +2% | +$52.1K | 2.07% | 16 |
|
2025
Q1 | $2.72M | Sell |
85,790
-1,057
| -1% | -$33.5K | 2.09% | 16 |
|
2024
Q4 | $2.81M | Buy |
86,847
+641
| +0.7% | +$20.7K | 2.09% | 16 |
|
2024
Q3 | $2.77M | Buy |
+86,206
| New | +$2.77M | 2.01% | 16 |
|