SWM
SK Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
153,131
+27,282
| +22% | +$759K | 1.85% | 13 |
|
|
2025
Q1 | $2.89M | Buy |
125,849
+41,408
| +49% | +$952K | 1.55% | 12 |
|
|
2024
Q4 | $2.27M | Buy |
84,441
+920
| +1% | +$24.7K | 1.16% | 16 |
|
|
2024
Q3 | $2.25M | Buy |
+83,521
| New | +$2.25M | 1.15% | 14 |
|