Fidelity sml mid factr shares owned by CWM
Historical chart of CWM investment in Fidelity sml mid factr
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All positions including Fidelity sml mid factr held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity sml mid factr by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 8.1k | 44.02 |
| 2025-06-30 | $284k | 6.8k | 41.49 |
| 2025-03-31 | $138k | 3.5k | 39.22 |
| 2024-12-31 | $145k | 3.5k | 41.20 |
| 2024-03-31 | $33k | 857 | 38.51 |
| 2023-12-31 | $31k | 857 | 36.17 |
| 2023-09-30 | $28k | 857 | 32.67 |
| 2023-06-30 | $29k | 857 | 33.84 |
| 2023-03-31 | $28k | 857 | 32.67 |
| 2022-12-31 | $27k | 857 | 31.51 |