Stifel Financial’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 | $10.3M | Buy |
247,254
+24,991
| +11% | +$1.04M | 0.01% | 871 |
|
2025
Q1 | $8.7M | Sell |
222,263
-37,151
| -14% | -$1.45M | 0.01% | 901 |
|
2024
Q4 | $10.7M | Buy |
259,414
+254,060
| +4,745% | +$10.5M | 0.01% | 825 |
|
2024
Q3 | $222K | Sell |
5,354
-96
| -2% | -$3.97K | ﹤0.01% | 3107 |
|
2024
Q2 | $205K | Buy |
+5,450
| New | +$205K | ﹤0.01% | 3103 |
|
2023
Q3 | – | Sell |
-25,353
| Closed | -$848K | – | 3332 |
|
2023
Q2 | $848K | Buy |
+25,353
| New | +$848K | ﹤0.01% | 2181 |
|