MWM
Mission Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,011
| Closed | -$402K | – | 515 |
|
|
2021
Q3 | $402K | Hold |
5,011
| – | – | 0.02% | 321 |
|
|
2021
Q2 | $406K | Hold |
5,011
| – | – | 0.02% | 321 |
|
|
2021
Q1 | $383K | Buy |
5,011
+311
| +7% | +$23.8K | 0.02% | 314 |
|
|
2020
Q4 | $336K | Buy |
+4,700
| New | +$336K | 0.02% | 322 |
|