Congress Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Congress Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Sell
2025 Q1	$1.05M	Buy
2024 Q4	$1.19M	Buy
2024 Q2	–	Sell
2024 Q1	$234K	Buy
2022 Q4	–	Sell
2022 Q3	$218K	Buy
2022 Q2	–	Sell
2022 Q1	$245K	Buy
2021 Q4	$257K	Buy