Wealth Enhancement Advisory Services’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 | $380K | Buy |
8,947
+1,221
| +16% | +$51.9K | ﹤0.01% | 2420 |
|
|
2025
Q1 | $303K | Buy |
+7,726
| New | +$303K | ﹤0.01% | 2428 |
|
|
2024
Q3 | – | Sell |
-17,009
| Closed | -$641K | – | 2689 |
|
|
2024
Q2 | $641K | Buy |
17,009
+2,988
| +21% | +$113K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $545K | Sell |
14,021
-473
| -3% | -$18.4K | ﹤0.01% | 1533 |
|
|
2023
Q4 | $525K | Buy |
+14,494
| New | +$525K | ﹤0.01% | 1469 |
|