Plante Moran Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-233
| Closed | -$10.5K | – | 837 |
|
|
2023
Q1 | $10.5K | Hold |
233
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $10.4K | Buy |
233
+115
| +97% | +$5.15K | ﹤0.01% | 574 |
|
|
2022
Q3 | $5K | Hold |
118
| – | – | ﹤0.01% | 693 |
|
|
2022
Q2 | $5K | Sell |
118
-12
| -9% | -$508 | ﹤0.01% | 707 |
|
|
2022
Q1 | $6K | Sell |
130
-158
| -55% | -$7.29K | ﹤0.01% | 653 |
|
|
2021
Q4 | $13K | Hold |
288
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $12K | Hold |
288
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $12K | Hold |
288
| – | – | ﹤0.01% | 650 |
|
|
2021
Q1 | $12K | Buy |
288
+31
| +12% | +$1.29K | ﹤0.01% | 622 |
|
|
2020
Q4 | $10K | Hold |
257
| – | – | ﹤0.01% | 623 |
|
|
2020
Q3 | $10K | Buy |
257
+11
| +4% | +$428 | ﹤0.01% | 604 |
|
|
2020
Q2 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 530 |
|