BWA
BDO Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-99
| Closed | -$6K | – | 1037 |
|
2022
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 788 |
|
2022
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 758 |
|
2022
Q1 | $8K | Hold |
99
| – | – | ﹤0.01% | 764 |
|
2021
Q4 | $9K | Hold |
99
| – | – | ﹤0.01% | 739 |
|
2021
Q3 | $8K | Hold |
99
| – | – | ﹤0.01% | 760 |
|
2021
Q2 | $8K | Hold |
99
| – | – | ﹤0.01% | 790 |
|
2021
Q1 | $8K | Hold |
99
| – | – | ﹤0.01% | 771 |
|
2020
Q4 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 589 |
|