Glass Jacobson Investment Advisors’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 | $23.4K | Buy |
563
+248
| +79% | +$10.3K | 0.01% | 373 |
|
|
2025
Q1 | $13K | Hold |
315
| – | – | ﹤0.01% | 573 |
|
|
2024
Q4 | $13K | Buy |
315
+1
| +0.3% | +$41 | ﹤0.01% | 573 |
|
|
2024
Q3 | $13K | Buy |
+314
| New | +$13K | ﹤0.01% | 538 |
|
|
2024
Q2 | – | Sell |
-55
| Closed | -$2.14K | – | 771 |
|
|
2024
Q1 | $2.14K | Hold |
55
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $1.99K | Hold |
55
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $1.78K | Hold |
55
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $1.84K | Buy |
+55
| New | +$1.84K | ﹤0.01% | 655 |
|
|
2022
Q4 | $2.07K | Buy |
+66
| New | +$2.07K | ﹤0.01% | 669 |
|