Personal CFO Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,462
| Closed | -$1.02M | – | 463 |
|
|
2024
Q4 | $1.02M | Buy |
10,462
+476
| +5% | +$46.4K | 0.2% | 103 |
|
|
2024
Q3 | $883K | Buy |
9,986
+1,132
| +13% | +$100K | 0.12% | 168 |
|
|
2024
Q2 | $717K | Sell |
8,854
-195
| -2% | -$15.8K | 0.11% | 183 |
|
|
2024
Q1 | $746K | Sell |
9,049
-1,965
| -18% | -$162K | 0.12% | 182 |
|
|
2023
Q4 | $870K | Sell |
11,014
-16,598
| -60% | -$1.31M | 0.15% | 142 |
|
|
2023
Q3 | $1.93M | Sell |
27,612
-2,269
| -8% | -$159K | 0.38% | 56 |
|
|
2023
Q2 | $2.19M | Buy |
+29,881
| New | +$2.19M | 0.44% | 51 |
|