Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-53,070
| Closed | -$2.56M | – | 42 |
|
|
2019
Q4 | $2.56M | Sell |
53,070
-151
| -0.3% | -$7.29K | 1.35% | 19 |
|
|
2019
Q3 | $2.44M | Buy |
53,221
+18,988
| +55% | +$869K | 1.37% | 19 |
|
|
2019
Q2 | $1.57M | Buy |
34,233
+8,029
| +31% | +$367K | 0.95% | 21 |
|
|
2019
Q1 | $1.15M | Buy |
+26,204
| New | +$1.15M | 0.74% | 21 |
|
|
2018
Q4 | – | Sell |
-45,424
| Closed | -$2.07M | – | 43 |
|
|
2018
Q3 | $2.07M | Buy |
+45,424
| New | +$2.07M | 1.47% | 19 |
|