Kestra Advisory Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
25,783
+8,192
| +47% | +$223K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $444K | Sell |
17,591
-6,889
| -28% | -$174K | ﹤0.01% | 1889 |
|
|
2024
Q4 | $658K | Buy |
24,480
+12,182
| +99% | +$327K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $337K | Sell |
12,298
-8,773
| -42% | -$241K | ﹤0.01% | 2015 |
|
|
2024
Q2 | $244K | Buy |
21,071
+12,905
| +158% | +$149K | ﹤0.01% | 2260 |
|
|
2024
Q1 | $214K | Buy |
+8,166
| New | +$214K | ﹤0.01% | 2237 |
|