TRIA
Trail Ridge Investment Advisors’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 | $1.22M | Sell |
15,185
-658
| -4% | -$52.9K | 0.59% | 41 |
|
|
2025
Q1 | $1.08M | Sell |
15,843
-7,586
| -32% | -$519K | 0.56% | 43 |
|
|
2024
Q4 | $1.65M | Buy |
23,429
+272
| +1% | +$19.1K | 0.78% | 36 |
|
|
2024
Q3 | $1.68M | Buy |
23,157
+556
| +2% | +$40.4K | 0.8% | 35 |
|
|
2024
Q2 | $1.48M | Buy |
22,601
+2,253
| +11% | +$147K | 0.76% | 38 |
|
|
2024
Q1 | $1.38M | Sell |
20,348
-3,362
| -14% | -$228K | 0.78% | 36 |
|
|
2023
Q4 | $1.45M | Sell |
23,710
-1,182
| -5% | -$72.4K | 0.89% | 36 |
|
|
2023
Q3 | $1.35M | Buy |
24,892
+600
| +2% | +$32.5K | 0.92% | 35 |
|
|
2023
Q2 | $1.38M | Sell |
24,292
-631
| -3% | -$35.9K | 0.85% | 39 |
|
|
2023
Q1 | $1.32M | Buy |
24,923
+3,860
| +18% | +$204K | 0.86% | 38 |
|
|
2022
Q4 | $1.07M | Buy |
21,063
+704
| +3% | +$35.7K | 0.74% | 47 |
|
|
2022
Q3 | $1.06M | Buy |
20,359
+4,339
| +27% | +$225K | 0.7% | 46 |
|
|
2022
Q2 | $724K | Buy |
16,020
+922
| +6% | +$41.7K | 0.49% | 62 |
|
|
2022
Q1 | $812K | Buy |
15,098
+7,938
| +111% | +$427K | 0.5% | 59 |
|
|
2021
Q4 | $402K | Buy |
+7,160
| New | +$402K | 0.24% | 100 |
|