Smith Salley Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
31,179
+536
| +2% | +$48.2K | 0.14% | 105 |
|
|
2025
Q4 | $2.53M | Sell |
30,643
-36
| -0.1% | -$2.95K | 0.13% | 109 |
|
|
2025
Q3 | $2.51M | Sell |
30,679
-255
| -0.8% | -$20.4K | 0.13% | 108 |
|
|
2025
Q2 | $2.4M | Buy |
30,934
+155
| +0.5% | +$11.1K | 0.14% | 102 |
|
|
2025
Q1 | $2.11M | Buy |
30,779
+446
| +1% | +$31.9K | 0.14% | 103 |
|
|
2024
Q4 | $2.13M | Sell |
30,333
-1,395
| -4% | -$103K | 0.14% | 101 |
|
|
2024
Q3 | $2.29M | Buy |
31,728
+1,014
| +3% | +$69K | 0.15% | 98 |
|
|
2024
Q2 | $2.01M | Sell |
30,714
-53
| -0.2% | -$3.5K | 0.14% | 97 |
|
|
2024
Q1 | $2.09M | Buy |
30,767
+4,902
| +19% | +$309K | 0.16% | 95 |
|
|
2023
Q4 | $1.58M | Sell |
25,865
-90
| -0.3% | -$5.04K | 0.1% | 117 |
|
|
2023
Q3 | $1.4M | Sell |
25,955
-66
| -0.3% | -$3.75K | 0.1% | 115 |
|
|
2023
Q2 | $1.48M | Buy |
26,021
+1,020
| +4% | +$54K | 0.11% | 115 |
|
|
2023
Q1 | $1.32M | Sell |
25,001
-204
| -0.8% | -$10.7K | 0.11% | 117 |
|
|
2022
Q4 | $1.28M | Sell |
25,205
-549
| -2% | -$27.2K | 0.11% | 121 |
|
|
2022
Q3 | $1.13M | Buy |
25,754
+810
| +3% | +$39K | 0.1% | 119 |
|
|
2022
Q2 | $1.13M | Buy |
24,944
+1,469
| +6% | +$71.8K | 0.1% | 128 |
|
|
2022
Q1 | $1.26M | Sell |
23,475
-8,898
| -27% | -$473K | 0.1% | 129 |
|
|
2021
Q4 | $1.82M | Buy |
32,373
+2,313
| +8% | +$128K | 0.13% | 120 |
|
|
2021
Q3 | $1.56M | Buy |
30,060
+5,361
| +22% | +$291K | 0.12% | 118 |
|
|
2021
Q2 | $1.34M | Buy |
24,699
+1,630
| +7% | +$88.3K | 0.11% | 125 |
|
|
2021
Q1 | $1.2M | Buy |
23,069
+5,117
| +29% | +$251K | 0.11% | 115 |
|
|
2020
Q4 | $844K | Sell |
17,952
-4,716
| -21% | -$209K | 0.09% | 126 |
|
|
2020
Q3 | $910K | Buy |
22,668
+1,506
| +7% | +$58.7K | 0.11% | 104 |
|
|
2020
Q2 | $760K | Buy |
21,162
+128
| +0.6% | +$4.31K | 0.1% | 107 |
|
|
2020
Q1 | $640K | Buy |
21,034
+888
| +4% | +$34.5K | 0.11% | 111 |
|
|
2019
Q4 | $847K | Buy |
20,146
+7,797
| +63% | +$320K | 0.11% | 108 |
|
|
2019
Q3 | $492K | Buy |
12,349
+693
| +6% | +$27.3K | 0.07% | 125 |
|
|
2019
Q2 | $463K | Buy |
11,656
+114
| +1% | +$4.43K | 0.07% | 128 |
|
|
2019
Q1 | $441K | Buy |
11,542
+95
| +0.8% | +$3.5K | 0.07% | 129 |
|
|
2018
Q4 | $375K | Sell |
11,447
-6,872
| -38% | -$248K | 0.07% | 126 |
|
|
2018
Q3 | $737K | Buy |
18,319
+1,273
| +7% | +$50K | 0.12% | 109 |
|
|
2018
Q2 | $632K | Buy |
17,046
+3,158
| +23% | +$120K | 0.11% | 108 |
|
|
2018
Q1 | $525K | Buy |
13,888
+740
| +6% | +$29K | 0.09% | 113 |
|
|
2017
Q4 | $509K | Buy |
+13,148
| New | +$491K | 0.09% | 118 |
|
Other funds holding FIDU
AWM
AM
SA
