Foster Victor Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,175
| Closed | -$497K | – | 100 |
|
|
2019
Q4 | $497K | Buy |
10,175
+2
| +0% | +$98 | 0.22% | 70 |
|
|
2019
Q3 | $459K | Buy |
10,173
+3
| +0% | +$135 | 0.26% | 63 |
|
|
2019
Q2 | $475K | Buy |
10,170
+3
| +0% | +$140 | 0.35% | 58 |
|
|
2019
Q1 | $446K | Buy |
10,167
+2
| +0% | +$88 | 0.35% | 54 |
|
|
2018
Q4 | $390K | Buy |
+10,165
| New | +$390K | 0.37% | 49 |
|