Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
4,113
-159
| -4% | -$15K | 0.01% | 412 |
|
|
2025
Q1 | $361K | Sell |
4,272
-978
| -19% | -$82.7K | 0.01% | 413 |
|
|
2024
Q4 | $512K | Sell |
5,250
-208
| -4% | -$20.3K | 0.02% | 353 |
|
|
2024
Q3 | $483K | Sell |
5,458
-1,723
| -24% | -$152K | 0.02% | 420 |
|
|
2024
Q2 | $582K | Buy |
7,181
+3
| +0% | +$243 | 0.03% | 309 |
|
|
2024
Q1 | $592K | Buy |
+7,178
| New | +$592K | 0.03% | 312 |
|