IPW
IronBridge Private Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,837
| Closed | -$162K | – | 119 |
|
|
2021
Q4 | $162K | Buy |
1,837
+1,791
| +3,893% | +$158K | 0.08% | 38 |
|
|
2021
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 219 |
|