Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3K | Hold |
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|
2025
Q2 | $3K | Sell |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $23.6M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $96K | Sell |
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|
2024
Q1 | $98K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $17K | Buy |
|