SIA
Soltis Investment Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-42,094
| Closed | -$2.37M | – | 253 |
|
|
2021
Q4 | $2.37M | Buy |
42,094
+475
| +1% | +$26.7K | 0.33% | 62 |
|
|
2021
Q3 | $2.16M | Buy |
41,619
+1,254
| +3% | +$65.1K | 0.33% | 63 |
|
|
2021
Q2 | $2.19M | Buy |
40,365
+663
| +2% | +$36K | 0.35% | 61 |
|
|
2021
Q1 | $2.07M | Sell |
39,702
-3,727
| -9% | -$194K | 0.38% | 51 |
|
|
2020
Q4 | $2.04M | Sell |
43,429
-7,091
| -14% | -$333K | 0.38% | 43 |
|
|
2020
Q3 | $2.03M | Buy |
+50,520
| New | +$2.03M | 0.48% | 40 |
|
|
2020
Q1 | – | Sell |
-111,568
| Closed | -$4.69M | – | 170 |
|
|
2019
Q4 | $4.69M | Buy |
+111,568
| New | +$4.69M | 0.9% | 26 |
|