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