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BWL
Bogart Wealth LLC’s
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
Stock Holding History
Bogart Wealth LLC’s Portfolio
FDIS Stock Details
FDIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-251
Closed
-$17.5K
–
1085
2023
Q3
$17.5K
Hold
251
–
–
﹤0.01%
499
2023
Q2
$18.4K
Hold
251
–
–
﹤0.01%
479
2023
Q1
$16.4K
Buy
251
+151
+151%
+$9.52K
﹤0.01%
494
2022
Q4
$5.68K
Buy
+100
New
+$6.07K
﹤0.01%
640
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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