Bedel Financial Consulting’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-198
| Closed | -$10K | – | 844 |
|
2019
Q4 | $10K | Hold |
198
| – | – | 0.01% | 505 |
|
2019
Q3 | $9K | Hold |
198
| – | – | 0.01% | 498 |
|
2019
Q2 | $9K | Hold |
198
| – | – | 0.01% | 504 |
|
2019
Q1 | $9K | Hold |
198
| – | – | 0.01% | 499 |
|
2018
Q4 | $8K | Sell |
198
-203
| -51% | -$8.2K | 0.01% | 487 |
|
2018
Q3 | $17K | Buy |
401
+13
| +3% | +$551 | 0.01% | 396 |
|
2018
Q2 | $17K | Buy |
+388
| New | +$17K | 0.01% | 397 |
|