Fernwood Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
|