Spire Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
20,438
+20,414
| +85,058% | +$847K | 0.03% | 391 |
|
2025
Q1 | $940 | Hold |
24
| – | – | ﹤0.01% | 2401 |
|
2024
Q4 | $988 | Buy |
24
+10
| +71% | +$412 | ﹤0.01% | 2374 |
|
2024
Q3 | $580 | Hold |
14
| – | – | ﹤0.01% | 2140 |
|
2024
Q2 | $528 | Buy |
14
+1
| +8% | +$38 | ﹤0.01% | 2194 |
|
2024
Q1 | $505 | Buy |
+13
| New | +$505 | ﹤0.01% | 2298 |
|