KCM Investment 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
2026 Q1	$4.73M	Buy	50,674 +42	+0.1%	+$4.21K	0.16%	95
2025 Q4	$5.17M	Hold	50,632	–	–	0.17%	96
2025 Q3	$5.21M	Hold	50,632	–	–	0.17%	92
2025 Q2	$4.76M	Sell	50,632 -45	-0.1%	-$3.96K	0.16%	97
2025 Q1	$4.28M	Hold	50,677	–	–	0.15%	102
2024 Q4	$4.94M	Hold	50,677	–	–	0.17%	98
2024 Q3	$4.48M	Hold	50,677	–	–	0.15%	103
2024 Q2	$4.11M	Hold	50,677	–	–	0.15%	104
2024 Q1	$4.18M	Buy	50,677 +270	+0.5%	+$21.4K	0.15%	107
2023 Q4	$3.98M	Sell	50,407 -243	-0.5%	-$17.6K	0.16%	112
2023 Q3	$3.54M	Buy	50,650 +312	+0.6%	+$22.9K	0.15%	111
2023 Q2	$3.69M	Buy	50,338 +28	+0.1%	+$1.87K	0.15%	112
2023 Q1	$3.29M	Buy	50,310 +239	+0.5%	+$15.1K	0.13%	125
2022 Q4	$2.84M	Sell	50,071 -23,825	-32%	-$1.45M	0.12%	135
2022 Q3	$4.5M	Sell	73,896 -28	-0%	-$1.87K	0.21%	102
2022 Q2	$4.35M	Buy	+73,924	New	+$5M	0.19%	104
2022 Q1	–	Sell	-6,317	Closed	-$558K	–	418
2021 Q4	$558K	Buy	+6,317	New	+$550K	0.02%	276