Clearstead Advisors’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
Q2 | $58.1K | Hold |
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|
2025
Q1 | $52.2K | Hold |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $54.7K | Hold |
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|
2024
Q2 | $50.1K | Hold |
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|
2024
Q1 | $49.5K | Hold |
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|
2023
Q4 | $48.8K | Sell |
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|
2023
Q3 | $86.3K | Buy |
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|
2023
Q2 | $45.3K | Hold |
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|
2023
Q1 | $40.5K | Hold |
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|
2022
Q4 | $35K | Sell |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $55K | Sell |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $50K | Buy |
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