Karp Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-122,683
| Closed | -$4.63M | – | 93 |
|
|
2020
Q1 | $4.63M | Buy |
122,683
+836
| +0.7% | +$31.6K | 1.52% | 26 |
|
|
2019
Q4 | $5.88M | Buy |
121,847
+11,761
| +11% | +$567K | 1.55% | 26 |
|
|
2019
Q3 | $5.04M | Buy |
110,086
+8,335
| +8% | +$381K | 1.47% | 28 |
|
|
2019
Q2 | $4.65M | Buy |
101,751
+24,490
| +32% | +$1.12M | 1.47% | 29 |
|
|
2019
Q1 | $3.39M | Buy |
77,261
+5,796
| +8% | +$254K | 1.2% | 32 |
|
|
2018
Q4 | $2.74M | Buy |
+71,465
| New | +$2.74M | 1.31% | 28 |
|