Kellett Wealth 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
2022
Q2
Sell
-2,800
Closed -$221K 62
2022
Q1
$221K Sell
2,800
-500
-15% -$39.4K 0.17% 56
2021
Q4
$291K Buy
+3,300
New +$287K 0.22% 49

Other funds holding FDIS

Kellett Wealth Advisors's FDIS Position: Q2 2022 in Review

Kellett Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 2,800 shares — an estimated $221K sold.

Kellett Wealth Advisors first reported a position in FDIS in Q4 2021 and held it in 2 quarters. The position peaked at $291K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

  • Kellett Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 2,800 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $221K.
  • Kellett Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 2 quarters.
  • Kellett Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $291K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Kellett Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.