Smith Salley Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Smith Salley Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Buy	30,934 +155	+0.5%	+$12K	0.14%	102
2025 Q1	$2.11M	Buy	30,779 +446	+1%	+$30.5K	0.14%	103
2024 Q4	$2.13M	Sell	30,333 -1,395	-4%	-$98.1K	0.14%	101
2024 Q3	$2.29M	Buy	31,728 +1,014	+3%	+$73.2K	0.15%	98
2024 Q2	$2.01M	Sell	30,714 -53	-0.2%	-$3.47K	0.14%	97
2024 Q1	$2.09M	Buy	30,767 +4,902	+19%	+$332K	0.16%	95
2023 Q4	$1.58M	Sell	25,865 -90	-0.3%	-$5.51K	0.1%	117
2023 Q3	$1.4M	Sell	25,955 -66	-0.3%	-$3.57K	0.1%	115
2023 Q2	$1.48M	Buy	26,021 +1,020	+4%	+$58K	0.11%	115
2023 Q1	$1.32M	Sell	25,001 -204	-0.8%	-$10.8K	0.11%	117
2022 Q4	$1.28M	Sell	25,205 -549	-2%	-$27.8K	0.11%	121
2022 Q3	$1.13M	Buy	25,754 +810	+3%	+$35.4K	0.1%	119
2022 Q2	$1.13M	Buy	24,944 +1,469	+6%	+$66.4K	0.1%	128
2022 Q1	$1.26M	Sell	23,475 -8,898	-27%	-$479K	0.1%	129
2021 Q4	$1.82M	Buy	32,373 +2,313	+8%	+$130K	0.13%	120
2021 Q3	$1.56M	Buy	30,060 +5,361	+22%	+$278K	0.12%	118
2021 Q2	$1.34M	Buy	24,699 +1,630	+7%	+$88.4K	0.11%	125
2021 Q1	$1.2M	Buy	23,069 +5,117	+29%	+$266K	0.11%	115
2020 Q4	$844K	Sell	17,952 -4,716	-21%	-$222K	0.09%	126
2020 Q3	$910K	Buy	22,668 +1,506	+7%	+$60.5K	0.11%	104
2020 Q2	$760K	Buy	21,162 +128	+0.6%	+$4.6K	0.1%	107
2020 Q1	$640K	Buy	21,034 +888	+4%	+$27K	0.11%	111
2019 Q4	$847K	Buy	20,146 +7,797	+63%	+$328K	0.11%	108
2019 Q3	$492K	Buy	12,349 +693	+6%	+$27.6K	0.07%	125
2019 Q2	$463K	Buy	11,656 +114	+1%	+$4.53K	0.07%	128
2019 Q1	$441K	Buy	11,542 +95	+0.8%	+$3.63K	0.07%	129
2018 Q4	$375K	Sell	11,447 -6,872	-38%	-$225K	0.07%	126
2018 Q3	$737K	Buy	18,319 +1,273	+7%	+$51.2K	0.12%	109
2018 Q2	$632K	Buy	17,046 +3,158	+23%	+$117K	0.11%	108
2018 Q1	$525K	Buy	13,888 +740	+6%	+$28K	0.09%	113
2017 Q4	$509K	Buy	+13,148	New	+$509K	0.09%	118