McClarren Financial Advisors’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 | – | Sell |
-50
| Closed | -$2K | – | 318 |
|
|
2025
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 255 |
|
|
2024
Q4 | – | Sell |
-54
| Closed | -$2 | – | 332 |
|
|
2024
Q3 | $2 | Buy |
54
+4
| +8% | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $2K | Sell |
50
-40
| -44% | -$1.6K | ﹤0.01% | 283 |
|
|
2024
Q1 | $3K | Buy |
90
+1
| +1% | +$33 | ﹤0.01% | 267 |
|
|
2023
Q4 | $2K | Buy |
89
+1
| +1% | +$22 | ﹤0.01% | 330 |
|
|
2023
Q3 | $0 | Sell |
88
-1
| -1% | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $1K | Buy |
89
+1
| +1% | +$11 | ﹤0.01% | 322 |
|
|
2023
Q1 | $0 | Hold |
88
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $1K | Hold |
88
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 298 |
|
|
2022
Q2 | – | Sell |
-88
| Closed | -$2K | – | 304 |
|
|
2022
Q1 | $2K | Sell |
88
-2
| -2% | -$45 | ﹤0.01% | 261 |
|
|
2021
Q4 | $3K | Buy |
90
+2
| +2% | +$67 | ﹤0.01% | 290 |
|
|
2021
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 267 |
|
|
2021
Q2 | $0 | Buy |
+88
| New | – | ﹤0.01% | 341 |
|