Steward Partners Investment Advisory’s Fidelity Enhanced Small Cap ETF FESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
64,830
+9,079
| +16% | +$290K | 0.02% | 706 |
|
|
2025
Q1 | $1.64M | Buy |
55,751
+54,752
| +5,481% | +$1.61M | 0.01% | 728 |
|
|
2024
Q4 | $32.3K | Hold |
999
| – | – | ﹤0.01% | 2558 |
|
|
2024
Q3 | $32.1K | Hold |
999
| – | – | ﹤0.01% | 2449 |
|
|
2024
Q2 | $29.1K | Hold |
999
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q1 | $30K | Hold |
999
| – | – | ﹤0.01% | 2342 |
|
|
2023
Q4 | $28.1K | Buy |
+999
| New | +$28.1K | ﹤0.01% | 2230 |
|