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BCWM
Bartlett & Co Wealth Management’s
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
FDIS Stock Details
FDIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-26
Closed
-$1.82K
–
1254
2023
Q3
$1.82K
Hold
26
–
–
﹤0.01%
1076
2023
Q2
$1.91K
Buy
+26
New
+$1.74K
﹤0.01%
1070
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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