Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.86K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $868 | Sell |
|
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|
2023
Q3 | $320K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $171K | Buy |
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|
2021
Q1 | $156K | Hold |
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|
2020
Q4 | $146K | Sell |
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|
2020
Q3 | $129K | Buy |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $103K | Sell |
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|
2019
Q3 | $108K | Sell |
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|
2019
Q2 | $158K | Sell |
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|
2019
Q1 | $174K | Buy |
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|
2018
Q4 | $135K | Buy |
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|
2018
Q3 | $154K | Buy |
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|
2018
Q2 | $92K | Buy |
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|
2018
Q1 | $80K | Buy |
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|
2017
Q4 | $79K | Buy |
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|
2017
Q3 | $72K | Buy |
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|
2017
Q2 | $71K | Buy |
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|
2017
Q1 | $69K | Sell |
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|
2016
Q4 | $68K | Buy |
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|
2016
Q3 | $66K | Buy |
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|
2016
Q2 | $53K | Sell |
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|
2016
Q1 | $55K | Buy |
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