Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
3,310
-9,139
| -73% | -$860K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $1.05M | Buy |
12,449
+288
| +2% | +$24.4K | 0.01% | 623 |
|
|
2024
Q4 | $1.19M | Buy |
+12,161
| New | +$1.19M | 0.02% | 494 |
|
|
2024
Q2 | – | Sell |
-2,838
| Closed | -$234K | – | 721 |
|
|
2024
Q1 | $234K | Buy |
+2,838
| New | +$234K | ﹤0.01% | 549 |
|
|
2022
Q4 | – | Sell |
-3,585
| Closed | -$218K | – | 564 |
|
|
2022
Q3 | $218K | Buy |
+3,585
| New | +$218K | 0.01% | 516 |
|
|
2022
Q2 | – | Sell |
-3,089
| Closed | -$245K | – | 574 |
|
|
2022
Q1 | $245K | Buy |
3,089
+182
| +6% | +$14.4K | 0.01% | 547 |
|
|
2021
Q4 | $257K | Buy |
+2,907
| New | +$257K | 0.01% | 559 |
|