IFP 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 | $47.4K | Buy |
1,144
+616
| +117% | +$25.5K | ﹤0.01% | 2076 |
|
|
2025
Q1 | $20.7K | Buy |
528
+466
| +752% | +$18.2K | ﹤0.01% | 2274 |
|
|
2024
Q4 | $2.57K | Hold |
62
| – | – | ﹤0.01% | 3007 |
|
|
2024
Q3 | $2.58K | Buy |
+62
| New | +$2.58K | ﹤0.01% | 2854 |
|
|
2023
Q4 | – | Sell |
-683
| Closed | -$22K | – | 3152 |
|
|
2023
Q3 | $22K | Sell |
683
-38,073
| -98% | -$1.23M | ﹤0.01% | 1894 |
|
|
2023
Q2 | $1.3M | Sell |
38,756
-51,902
| -57% | -$1.74M | 0.05% | 356 |
|
|
2023
Q1 | $2.26M | Buy |
90,658
+90,076
| +15,477% | +$2.24M | 0.1% | 207 |
|
|
2022
Q4 | $15K | Buy |
582
+432
| +288% | +$11.1K | ﹤0.01% | 3106 |
|
|
2022
Q3 | $4K | Buy |
150
+26
| +21% | +$693 | ﹤0.01% | 4122 |
|
|
2022
Q2 | $3K | Hold |
124
| – | – | ﹤0.01% | 3989 |
|
|
2022
Q1 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 3989 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3789 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3527 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3439 |
|