Global Wealth Management Investment Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-42	Closed	-$2K	–	502
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	506
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	502
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	509
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	509
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	558
2019 Q1	$2K	Sell	42 -8	-16%	-$336	﹤0.01%	544
2018 Q4	$2K	Buy	+50	New	+$2.06K	﹤0.01%	577

Other funds holding FDIS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return