BHWM
Beaird Harris Wealth Management’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
Q3 | – | Sell |
-47
| Closed | -$3.79K | – | 595 |
|
|
2024
Q2 | $3.79K | Hold |
47
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $3.85K | Hold |
47
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $3.68K | Hold |
47
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $3.25K | Sell |
47
-11
| -19% | -$762 | ﹤0.01% | 333 |
|
|
2023
Q2 | $4.22K | Buy |
58
+1
| +2% | +$73 | ﹤0.01% | 334 |
|
|
2023
Q1 | $3.76K | Buy |
57
+27
| +90% | +$1.78K | ﹤0.01% | 337 |
|
|
2022
Q4 | $1.72K | Hold |
30
| – | – | ﹤0.01% | 601 |
|
|
2022
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 400 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 474 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 529 |
|