OWMIAS
One Wealth Management Investment & Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
4,996
-45
| -0.9% | -$3.49K | 0.5% | 34 |
|
|
2025
Q1 | $345K | Hold |
5,041
| – | – | 0.57% | 34 |
|
|
2024
Q4 | $354K | Sell |
5,041
-27
| -0.5% | -$1.9K | 0.56% | 32 |
|
|
2024
Q3 | $366K | Sell |
5,068
-112
| -2% | -$8.08K | 0.64% | 30 |
|
|
2024
Q2 | $339K | Hold |
5,180
| – | – | 0.13% | 80 |
|
|
2024
Q1 | $351K | Sell |
5,180
-862
| -14% | -$58.5K | 0.14% | 82 |
|
|
2023
Q4 | $370K | Buy |
+6,042
| New | +$370K | 0.16% | 83 |
|