SFPG
Stonebridge Financial Planning Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
16,547
+294
| +2% | +$22.8K | 0.54% | 59 |
|
|
2025
Q1 | $1.11M | Buy |
16,253
+1,218
| +8% | +$83.4K | 0.51% | 62 |
|
|
2024
Q4 | $1.06M | Sell |
15,035
-299
| -2% | -$21K | 0.47% | 63 |
|
|
2024
Q3 | $1.11M | Sell |
15,334
-399
| -3% | -$28.8K | 0.53% | 55 |
|
|
2024
Q2 | $1.03M | Buy |
15,733
+221
| +1% | +$14.4K | 0.52% | 54 |
|
|
2024
Q1 | $1.05M | Buy |
15,512
+2,472
| +19% | +$168K | 0.56% | 52 |
|
|
2023
Q4 | $798K | Sell |
13,040
-798
| -6% | -$48.9K | 0.46% | 57 |
|
|
2023
Q3 | $749K | Sell |
13,838
-249
| -2% | -$13.5K | 0.48% | 54 |
|
|
2023
Q2 | $801K | Buy |
14,087
+67
| +0.5% | +$3.81K | 0.49% | 58 |
|
|
2023
Q1 | $742K | Buy |
14,020
+821
| +6% | +$43.4K | 0.48% | 64 |
|
|
2022
Q4 | $669K | Buy |
13,199
+277
| +2% | +$14K | 0.45% | 67 |
|
|
2022
Q3 | $564K | Sell |
12,922
-9,929
| -43% | -$433K | 0.39% | 70 |
|
|
2022
Q2 | $1.03M | Buy |
22,851
+12,129
| +113% | +$548K | 0.7% | 47 |
|
|
2022
Q1 | $577K | Sell |
10,722
-976
| -8% | -$52.5K | 0.32% | 65 |
|
|
2021
Q4 | $606K | Sell |
11,698
-872
| -7% | -$45.2K | 0.32% | 65 |
|
|
2021
Q3 | $706K | Buy |
12,570
+2,203
| +21% | +$124K | 0.35% | 64 |
|
|
2021
Q2 | $567K | Buy |
+10,367
| New | +$567K | 0.3% | 69 |
|