Regal Investment Advisors’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 | $1.73M | Buy |
18,372
+1,132
| +7% | +$106K | 0.13% | 171 |
|
|
2025
Q1 | $1.46M | Buy |
17,240
+873
| +5% | +$73.8K | 0.12% | 177 |
|
|
2024
Q4 | $1.6M | Buy |
16,367
+1,777
| +12% | +$173K | 0.12% | 183 |
|
|
2024
Q3 | $1.29M | Buy |
14,590
+2,821
| +24% | +$249K | 0.09% | 216 |
|
|
2024
Q2 | $953K | Buy |
11,769
+1,832
| +18% | +$148K | 0.06% | 259 |
|
|
2024
Q1 | $820K | Buy |
9,937
+2,290
| +30% | +$189K | 0.06% | 271 |
|
|
2023
Q4 | $604K | Sell |
7,647
-870
| -10% | -$68.7K | 0.05% | 293 |
|
|
2023
Q3 | $595K | Buy |
+8,517
| New | +$595K | 0.05% | 265 |
|
|
2015
Q4 | – | Sell |
-939
| Closed | -$27K | – | 473 |
|
|
2015
Q3 | $27K | Buy |
939
+80
| +9% | +$2.3K | 0.01% | 511 |
|
|
2015
Q2 | $26K | Buy |
+859
| New | +$26K | 0.01% | 516 |
|