Advocacy Wealth Management Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,573	Closed	-$948K	–	56
2024 Q3	$948K	Sell	18,573 -2,693	-13%	-$133K	0.07%	41
2024 Q2	$1.01M	Sell	21,266 -5,789	-21%	-$274K	0.08%	39
2024 Q1	$1.29M	Sell	27,055 -106,973	-80%	-$4.9M	0.11%	43
2023 Q4	$5.98M	Sell	134,028 -662,071	-83%	-$28.3M	0.57%	33
2023 Q3	$33.9M	Buy	796,099 +30,471	+4%	+$1.37M	3.77%	11
2023 Q2	$34.8M	Buy	765,628 +24,672	+3%	+$1.12M	3.97%	12
2023 Q1	$33.5M	Buy	740,956 +149,931	+25%	+$6.64M	4.06%	12
2022 Q4	$26.5M	Buy	591,025 +54,439	+10%	+$2.39M	3.5%	12
2022 Q3	$22.1M	Buy	536,586 +32,961	+7%	+$1.45M	3.23%	10
2022 Q2	$21.8M	Sell	503,625 -6,744	-1%	-$304K	3.51%	9
2022 Q1	$23.7M	Buy	510,369 +508,841	+33,301%	+$23.1M	4.11%	8
2021 Q4	$71K	Sell	1,528 -541	-26%	-$23.8K	0.01%	49
2021 Q3	$87K	Hold	2,069	–	–	0.02%	46
2021 Q2	$88K	Sell	2,069 -761	-27%	-$32.5K	0.02%	51
2021 Q1	$117K	Sell	2,830 -296,967	-99%	-$11.9M	0.02%	45
2020 Q4	$12.2M	Buy	299,797 +8,961	+3%	+$355K	1.82%	10
2020 Q3	$11.2M	Buy	290,836 +167,883	+137%	+$6.31M	1.8%	10
2020 Q2	$4.29M	Buy	+122,953	New	+$4.26M	0.87%	17