Colonial Trust 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 | $78.2K | Hold |
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|
2025
Q1 | $70.3K | Hold |
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|
2024
Q4 | $81K | Sell |
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|
2024
Q3 | $102K | Sell |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $90.8K | Buy |
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|
2023
Q2 | $95.2K | Buy |
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|
2023
Q1 | $85K | Buy |
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|
2022
Q4 | $73.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $489K | Buy |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $504K | Buy |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $372K | Buy |
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