HP
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Holistic Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Holistic Planning’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Sell
5,358
-607
-10% -$25.2K 0.06% 203
2025
Q1 		$234K Hold
5,965
– – 0.08% 171
2024
Q4 		$246K Buy
+5,965
New +$246K 0.09% 148