EWM
EPG Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16K | Hold |
44
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $3.73K | Hold |
44
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $4.29K | Hold |
44
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $3.89K | Buy |
+44
| New | +$3.89K | ﹤0.01% | 398 |
|
|
2024
Q2 | – | Sell |
-44
| Closed | -$3.63K | – | 422 |
|
|
2024
Q1 | $3.63K | Hold |
44
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $3.45K | Hold |
44
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $3.07K | Hold |
44
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $3.23K | Hold |
44
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $2.88K | Hold |
44
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $2.49K | Hold |
44
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 363 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$3K | – | 259 |
|
|
2022
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 353 |
|