Kings Point Capital Management’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
Q1 | $201K | Hold |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $113K | Hold |
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|
2019
Q4 | $145K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Buy |
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