Steward Partners Investment Advisory’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 | $8.36M | Sell |
201,710
-3,612
| -2% | -$150K | 0.07% | 293 |
|
|
2025
Q1 | $8.04M | Sell |
205,322
-14,546
| -7% | -$570K | 0.07% | 283 |
|
|
2024
Q4 | $9.05M | Sell |
219,868
-296
| -0.1% | -$12.2K | 0.08% | 239 |
|
|
2024
Q3 | $9.11M | Buy |
220,164
+218,946
| +17,976% | +$9.06M | 0.08% | 236 |
|
|
2024
Q2 | $45.9K | Buy |
1,218
+68
| +6% | +$2.56K | ﹤0.01% | 2147 |
|
|
2024
Q1 | $44.7K | Buy |
+1,150
| New | +$44.7K | ﹤0.01% | 2175 |
|