BWM
BerganKDV Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17
| Closed | -$1K | – | 970 |
|
|
2020
Q3 | $1K | Sell |
17
-95
| -85% | -$5.59K | ﹤0.01% | 800 |
|
|
2020
Q2 | $4K | Buy |
112
+95
| +559% | +$3.39K | ﹤0.01% | 653 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 823 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 847 |
|
|
2019
Q3 | $1K | Buy |
17
+1
| +6% | +$59 | ﹤0.01% | 659 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 699 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 694 |
|
|
2018
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 701 |
|
|
2018
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 604 |
|