J.P. Morgan Private Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $568K | Buy |
8,124
+272
| +3% | +$19K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $576K | Sell |
7,852
-1,642
| -17% | -$120K | ﹤0.01% | 975 |
|
|
2023
Q1 | $622K | Sell |
9,494
-8,980
| -49% | -$588K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $1.05M | Sell |
18,474
-523
| -3% | -$29.6K | ﹤0.01% | 1119 |
|
|
2022
Q3 | $1.16M | Buy |
+18,997
| New | +$1.16M | ﹤0.01% | 1065 |
|
|
2019
Q4 | – | Sell |
-6,776
| Closed | -$310K | – | 1481 |
|
|
2019
Q3 | $310K | Buy |
+6,776
| New | +$310K | ﹤0.01% | 1179 |
|