Birchcreek Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $770K | Sell |
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|
2022
Q4 | $807K | Buy |
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|
2022
Q3 | $865K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $924K | Buy |
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