Trademark Financial Management’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 | $340K | Sell |
8,206
-41,499
| -83% | -$1.72M | 0.21% | 69 |
|
|
2025
Q1 | $1.95M | Sell |
49,705
-3,894
| -7% | -$152K | 1.49% | 21 |
|
|
2024
Q4 | $2.21M | Buy |
53,599
+23,214
| +76% | +$956K | 1.75% | 18 |
|
|
2024
Q3 | $1.26M | Sell |
30,385
-4,886
| -14% | -$202K | 1% | 25 |
|
|
2024
Q2 | $1.33M | Buy |
35,271
+900
| +3% | +$33.9K | 1.08% | 20 |
|
|
2024
Q1 | $1.34M | Buy |
34,371
+28,550
| +490% | +$1.11M | 1.11% | 21 |
|
|
2023
Q4 | $211K | Buy |
+5,821
| New | +$211K | 0.15% | 86 |
|