LWA
LWS Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-189,408
| Closed | -$7.88M | – | 61 |
|
|
2021
Q1 | $7.88M | Buy |
189,408
+5,350
| +3% | +$222K | 3.57% | 11 |
|
|
2020
Q4 | $7.49M | Buy |
184,058
+4,160
| +2% | +$169K | 3.37% | 12 |
|
|
2020
Q3 | $6.87M | Sell |
179,898
-2,031
| -1% | -$77.5K | 3.37% | 10 |
|
|
2020
Q2 | $6.34M | Buy |
181,929
+103,399
| +132% | +$3.61M | 3.32% | 11 |
|
|
2020
Q1 | $2.54M | Buy |
78,530
+3,264
| +4% | +$106K | 1.65% | 18 |
|
|
2019
Q4 | $2.84M | Buy |
+75,266
| New | +$2.84M | 1.46% | 18 |
|