KWA
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Kellett Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,800
Closed -$221K 62
2022
Q1
$221K Sell
2,800
-500
-15% -$39.5K 0.17% 56
2021
Q4
$291K Buy
+3,300
New +$291K 0.22% 49