SIM
Stratos Investment Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Sell |
7,156
-121,471
| -94% | -$5.04M | 0.01% | 302 |
|
2025
Q1 | $5.04M | Sell |
128,627
-92,827
| -42% | -$3.64M | 0.27% | 82 |
|
2024
Q4 | $9.12M | Buy |
221,454
+47,043
| +27% | +$1.94M | 0.55% | 46 |
|
2024
Q3 | $7.22M | Buy |
174,411
+9,212
| +6% | +$381K | 0.5% | 55 |
|
2024
Q2 | $6.22M | Buy |
+165,199
| New | +$6.22M | 0.52% | 58 |
|