IFP Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.7K | Buy |
799
+70
| +10% | +$5.32K | ﹤0.01% | 1951 |
|
|
2025
Q1 | $47.5K | Sell |
729
-1
| -0.1% | -$65 | ﹤0.01% | 1918 |
|
|
2024
Q4 | $50.8K | Buy |
+730
| New | +$50.8K | ﹤0.01% | 1831 |
|
|
2023
Q1 | – | Sell |
-1,157
| Closed | -$39K | – | 3735 |
|
|
2022
Q4 | $39K | Buy |
1,157
+862
| +292% | +$29.1K | ﹤0.01% | 2410 |
|
|
2022
Q3 | $10K | Buy |
295
+60
| +26% | +$2.03K | ﹤0.01% | 3635 |
|
|
2022
Q2 | $8K | Hold |
235
| – | – | ﹤0.01% | 3521 |
|
|
2022
Q1 | $8K | Buy |
+235
| New | +$8K | ﹤0.01% | 3521 |
|
|
2021
Q3 | – | Sell |
-2,064
| Closed | -$99K | – | 3751 |
|
|
2021
Q2 | $99K | Buy |
2,064
+783
| +61% | +$37.6K | ﹤0.01% | 1247 |
|
|
2021
Q1 | $54K | Buy |
1,281
+838
| +189% | +$35.3K | ﹤0.01% | 1434 |
|
|
2020
Q4 | $20K | Hold |
443
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q3 | $18K | Buy |
+443
| New | +$18K | ﹤0.01% | 1683 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3043 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3032 |
|
|
2019
Q4 | – | Sell |
-432
| Closed | -$16K | – | 3091 |
|
|
2019
Q3 | $16K | Buy |
+432
| New | +$16K | ﹤0.01% | 1854 |
|
|
2019
Q1 | – | Sell |
-429
| Closed | -$13K | – | 2675 |
|
|
2018
Q4 | $13K | Buy |
429
+45
| +12% | +$1.36K | ﹤0.01% | 2324 |
|
|
2018
Q3 | $14K | Buy |
+384
| New | +$14K | ﹤0.01% | 2620 |
|