GWMIA
Global Wealth Management Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-195
| Closed | -$8.7K | – | 250 |
|
|
2023
Q4 | $8.7K | Hold |
195
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $8.3K | Hold |
195
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $8.86K | Buy |
+195
| New | +$8.86K | ﹤0.01% | 303 |
|
|
2022
Q3 | – | Sell |
-195
| Closed | -$8K | – | 263 |
|
|
2022
Q2 | $8K | Hold |
195
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $9K | Hold |
195
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $9K | Sell |
195
-662
| -77% | -$30.6K | ﹤0.01% | 314 |
|
|
2021
Q3 | $36K | Buy |
+857
| New | +$36K | 0.01% | 221 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$3K | – | 507 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 496 |
|
|
2019
Q1 | $3K | Buy |
75
+25
| +50% | +$1K | ﹤0.01% | 491 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 580 |
|