Farther Finance Advisors’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 | $785K | Sell |
8,349
-2,903
| -26% | -$273K | 0.02% | 695 |
|
|
2025
Q1 | $961K | Buy |
11,252
+81
| +0.7% | +$6.92K | 0.02% | 521 |
|
|
2024
Q4 | $1.09M | Buy |
11,171
+1,638
| +17% | +$160K | 0.04% | 346 |
|
|
2024
Q3 | $843K | Buy |
9,533
+9,521
| +79,342% | +$842K | 0.03% | 399 |
|
|
2024
Q2 | $972 | Hold |
12
| – | – | ﹤0.01% | 3084 |
|
|
2024
Q1 | $983 | Hold |
12
| – | – | ﹤0.01% | 2779 |
|
|
2023
Q4 | $947 | Sell |
12
-11
| -48% | -$868 | ﹤0.01% | 2760 |
|
|
2023
Q3 | $1.61K | Hold |
23
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q2 | $1.69K | Sell |
23
-9
| -28% | -$660 | ﹤0.01% | 1817 |
|
|
2023
Q1 | $2.1K | Buy |
+32
| New | +$2.1K | ﹤0.01% | 1631 |
|