J.W. Cole Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $558K | Buy |
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