B. Riley Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
+5,536
| New | +$521K | 0.02% | 506 |
|
|
2024
Q4 | $578K | Buy |
5,926
+25
| +0.4% | +$2.44K | 0.02% | 643 |
|
|
2024
Q3 | $515K | Sell |
5,901
-250
| -4% | -$21.8K | 0.01% | 733 |
|
|
2024
Q2 | $498K | Buy |
6,151
+683
| +12% | +$55.3K | 0.01% | 819 |
|
|
2024
Q1 | $382K | Sell |
5,468
-50
| -0.9% | -$3.49K | 0.01% | 933 |
|
|
2023
Q4 | $436K | Buy |
5,518
+50
| +0.9% | +$3.95K | 0.01% | 887 |
|
|
2023
Q3 | $382K | Buy |
5,468
+1,523
| +39% | +$106K | 0.01% | 933 |
|
|
2023
Q2 | $289K | Buy |
+3,945
| New | +$289K | 0.01% | 1140 |
|