Summit Place Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,235
| Closed | -$284K | – | 105 |
|
|
2021
Q2 | $284K | Sell |
5,235
-50
| -0.9% | -$2.71K | 0.21% | 93 |
|
|
2021
Q1 | $275K | Sell |
5,285
-1,375
| -21% | -$71.5K | 0.22% | 92 |
|
|
2020
Q4 | $313K | Sell |
6,660
-3,250
| -33% | -$153K | 0.27% | 75 |
|
|
2020
Q3 | $398K | Sell |
9,910
-115
| -1% | -$4.62K | 0.4% | 71 |
|
|
2020
Q2 | $360K | Sell |
10,025
-2,125
| -17% | -$76.3K | 0.57% | 40 |
|
|
2020
Q1 | $370K | Buy |
+12,150
| New | +$370K | 0.79% | 35 |
|