HHRDM
H&H Retirement Design & Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29,121
| Closed | -$1.31M | – | 70 |
|
|
2022
Q4 | $1.31M | Buy |
29,121
+556
| +2% | +$25.1K | 1.11% | 24 |
|
|
2022
Q3 | $1.16M | Sell |
28,565
-9,429
| -25% | -$384K | 1.09% | 25 |
|
|
2022
Q2 | $1.71M | Sell |
37,994
-5,921
| -13% | -$266K | 1.25% | 21 |
|
|
2022
Q1 | $2.08M | Buy |
43,915
+234
| +0.5% | +$11.1K | 1.42% | 22 |
|
|
2021
Q4 | $2M | Buy |
+43,681
| New | +$2M | 1.26% | 23 |
|