Creative Planning’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 | $626K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $502K | Sell |
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|
2020
Q4 | $544K | Buy |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $335K | Buy |
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|
2019
Q2 | $241K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $23K | Buy |
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|
2016
Q3 | $16K | Buy |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $48K | Sell |
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|
2014
Q4 | $63K | Sell |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $64K | Buy |
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