Atria Wealth Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Sell |
12,651
-12,431
| -50% | -$1.19M | 0.03% | 572 |
|
2025
Q1 | $2.12M | Buy |
25,082
+11,456
| +84% | +$968K | 0.03% | 608 |
|
2024
Q4 | $1.33M | Sell |
13,626
-4,807
| -26% | -$468K | 0.01% | 808 |
|
2024
Q3 | $1.63M | Sell |
18,433
-3,347
| -15% | -$296K | 0.02% | 712 |
|
2024
Q2 | $1.76M | Sell |
21,780
-5,713
| -21% | -$463K | 0.02% | 667 |
|
2024
Q1 | $2.27M | Sell |
27,493
-7,010
| -20% | -$578K | 0.03% | 589 |
|
2023
Q4 | $2.72M | Sell |
34,503
-19,802
| -36% | -$1.56M | 0.03% | 499 |
|
2023
Q3 | $3.79M | Sell |
54,305
-13,879
| -20% | -$970K | 0.05% | 362 |
|
2023
Q2 | $5M | Buy |
68,184
+861
| +1% | +$63.1K | 0.07% | 287 |
|
2023
Q1 | $4.41M | Buy |
67,323
+4,083
| +6% | +$267K | 0.07% | 296 |
|
2022
Q4 | $3.58M | Sell |
63,240
-4,091
| -6% | -$232K | 0.06% | 337 |
|
2022
Q3 | $4.1M | Buy |
67,331
+32,488
| +93% | +$1.98M | 0.07% | 268 |
|
2022
Q2 | $2.05M | Sell |
34,843
-16,615
| -32% | -$978K | 0.04% | 423 |
|
2022
Q1 | $4.07M | Buy |
+51,458
| New | +$4.07M | 0.07% | 296 |
|