RWA
River Wealth Advisors’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 | $210K | Buy |
+2,715
| New | +$210K | 0.03% | 200 |
|
|
2025
Q1 | – | Sell |
-2,996
| Closed | -$211K | – | 203 |
|
|
2024
Q4 | $211K | Sell |
2,996
-215
| -7% | -$15.1K | 0.03% | 203 |
|
|
2024
Q3 | $232K | Hold |
3,211
| – | – | 0.03% | 199 |
|
|
2024
Q2 | $210K | Buy |
3,211
+9
| +0.3% | +$588 | 0.03% | 189 |
|
|
2024
Q1 | $217K | Buy |
+3,202
| New | +$217K | 0.03% | 199 |
|
|
2023
Q3 | – | Sell |
-3,612
| Closed | -$205K | – | 206 |
|
|
2023
Q2 | $205K | Buy |
+3,612
| New | +$205K | 0.03% | 209 |
|
|
2019
Q1 | – | Sell |
-1,587
| Closed | -$52K | – | 262 |
|
|
2018
Q4 | $52K | Buy |
1,587
+43
| +3% | +$1.41K | 0.02% | 238 |
|
|
2018
Q3 | $62K | Buy |
1,544
+397
| +35% | +$15.9K | 0.02% | 259 |
|
|
2018
Q2 | $43K | Buy |
+1,147
| New | +$43K | 0.02% | 284 |
|