Robertson Stephens Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
5,274
| – | – | 0.01% | 475 |
|
|
2025
Q1 | $255K | Sell |
5,274
-152
| -3% | -$7.35K | 0.01% | 475 |
|
|
2024
Q4 | $261K | Hold |
5,426
| – | – | 0.01% | 493 |
|
|
2024
Q3 | $294K | Hold |
5,426
| – | – | 0.01% | 528 |
|
|
2024
Q2 | $268K | Sell |
5,426
-1,231
| -18% | -$60.8K | 0.01% | 428 |
|
|
2024
Q1 | $349K | Sell |
6,657
-47
| -0.7% | -$2.46K | 0.02% | 401 |
|
|
2023
Q4 | $327K | Buy |
+6,704
| New | +$327K | 0.02% | 369 |
|