Meridian Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
8,999
-361
-4% -$34K 0.04% 335
2025
Q1
$791K Buy
9,360
+433
+5% +$36.6K 0.04% 329
2024
Q4
$870K Sell
8,927
-2,278
-20% -$222K 0.04% 313
2024
Q3
$991K Buy
+11,205
New +$991K 0.05% 285