BOK Financial Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43
| Closed | -$3.4K | – | 491 |
|
|
2023
Q4 | $3.4K | Buy |
+43
| New | +$3.4K | ﹤0.01% | 421 |
|
|
2023
Q1 | – | Sell |
-745
| Closed | -$42.2K | – | 470 |
|
|
2022
Q4 | $42.2K | Buy |
+745
| New | +$42.2K | ﹤0.01% | 242 |
|
|
2020
Q2 | – | Sell |
-24,845
| Closed | -$938K | – | 169 |
|
|
2020
Q1 | $938K | Buy |
+24,845
| New | +$938K | 0.11% | 102 |
|