Global Wealth Management Investment Advisory’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FSMD Stock Details FSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$3K	–	470
2021 Q3	$3K	Buy	+100	New	+$3.39K	﹤0.01%	389

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RCAG

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LNC

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KAS

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ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IAG

Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's FSMD Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in FSMD in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 15 funds tracked by Wall St. Rank hold FSMD as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 Fidelity Small-Mid Multifactor ETF shares in Q4 2021, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2021 and held it in 1 quarter.
Global Wealth Management Investment Advisory's Fidelity Small-Mid Multifactor ETF position peaked at $3K in Q3 2021.
15 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.