AWM
Abound Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-34,194
| Closed | -$1.46M | – | 1379 |
|
|
2023
Q3 | $1.46M | Sell |
34,194
-1,239
| -3% | -$52.8K | 0.62% | 22 |
|
|
2023
Q2 | $1.61M | Buy |
35,433
+2,310
| +7% | +$105K | 0.67% | 21 |
|
|
2023
Q1 | $1.5M | Sell |
33,123
-532
| -2% | -$24K | 0.67% | 21 |
|
|
2022
Q4 | $1.51M | Buy |
33,655
+7,091
| +27% | +$318K | 0.74% | 20 |
|
|
2022
Q3 | $1.07M | Buy |
26,564
+11,968
| +82% | +$481K | 0.58% | 22 |
|
|
2022
Q2 | $632K | Buy |
+14,596
| New | +$632K | 0.35% | 30 |
|