PWM
Penobscot Wealth Management’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 | $2.28M | Buy |
29,376
+2,471
| +9% | +$192K | 0.82% | 25 |
|
|
2025
Q1 | $1.84M | Buy |
26,905
+12,016
| +81% | +$823K | 0.77% | 23 |
|
|
2024
Q4 | $1.05M | Buy |
14,889
+248
| +2% | +$17.4K | 0.48% | 31 |
|
|
2024
Q3 | $1.06M | Buy |
14,641
+1,463
| +11% | +$106K | 0.57% | 31 |
|
|
2024
Q2 | $855K | Buy |
13,178
+1,869
| +17% | +$121K | 0.51% | 33 |
|
|
2024
Q1 | $767K | Buy |
+11,309
| New | +$767K | 0.48% | 33 |
|