Carolinas Wealth Consulting’s Fidelity Disruptive Technology ETF FDTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,126
Closed -$35.5K 314
2025
Q1
$35.5K Buy
1,126
+277
+33% +$8.73K 0.01% 390
2024
Q4
$30K Hold
849
0.01% 425
2024
Q3
$27.6K Buy
849
+251
+42% +$8.17K 0.01% 440
2024
Q2
$19.9K Buy
598
+286
+92% +$9.53K ﹤0.01% 483
2024
Q1
$9.97K Buy
+312
New +$9.97K ﹤0.01% 558