BOSSRA
B.O.S.S. Retirement Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,124
| Closed | -$984K | – | 222 |
|
|
2024
Q3 | $984K | Buy |
11,124
+3,209
| +41% | +$284K | 0.2% | 124 |
|
|
2024
Q2 | $641K | Buy |
7,915
+5,078
| +179% | +$411K | 0.16% | 122 |
|
|
2024
Q1 | $224K | Sell |
2,837
-47
| -2% | -$3.71K | 0.09% | 118 |
|
|
2023
Q4 | $228K | Buy |
+2,884
| New | +$228K | 0.04% | 228 |
|