Plante Moran Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-207
| Closed | -$14.9K | – | 940 |
|
|
2024
Q3 | $14.9K | Hold |
207
| – | – | ﹤0.01% | 565 |
|
|
2024
Q2 | $13.5K | Hold |
207
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $14K | Hold |
207
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $12.7K | Hold |
207
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $11.2K | Hold |
207
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $11.8K | Sell |
207
-102
| -33% | -$5.8K | ﹤0.01% | 529 |
|
|
2023
Q1 | $16.3K | Hold |
309
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $15.7K | Buy |
309
+84
| +37% | +$4.26K | ﹤0.01% | 512 |
|
|
2022
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 606 |
|
|
2022
Q1 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 575 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$36K | – | 1031 |
|
|
2021
Q3 | $36K | Buy |
+700
| New | +$36K | 0.01% | 438 |
|
|
2020
Q2 | – | Sell |
-335
| Closed | -$10K | – | 785 |
|
|
2020
Q1 | $10K | Hold |
335
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $14K | Buy |
+335
| New | +$14K | ﹤0.01% | 516 |
|