Joseph P. Lucia & Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Joseph P. Lucia & Associates’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-375	Closed	-$16K	–	223
2022 Q2	$16K	Sell	375 -65	-15%	-$2.93K	0.01%	269
2022 Q1	$20K	Buy	+440	New	+$20K	0.01%	264
2021 Q4	–	Sell	-440	Closed	-$18K	–	270
2021 Q3	$18K	Sell	440 -75	-15%	-$3.24K	0.01%	319
2021 Q2	$22K	Hold	515	–	–	0.01%	308
2021 Q1	$21K	Hold	515	–	–	0.01%	288
2020 Q4	$21K	Buy	+515	New	+$20.4K	0.01%	266
2020 Q3	–	Sell	-515	Closed	-$18K	–	212
2020 Q2	$18K	Hold	515	–	–	0.02%	251
2020 Q1	$17K	Hold	515	–	–	0.02%	236
2019 Q4	$19K	Hold	515	–	–	0.02%	246
2019 Q3	$19K	Sell	515 -200	-28%	-$7.18K	0.02%	248
2019 Q2	$25K	Sell	715 -23,358	-97%	-$802K	0.03%	226
2019 Q1	$715	Buy	+24,073	New	+$777K	0.05%	140

Other funds holding FSTA

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return