SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,127
| Closed | -$1.12M | – | 320 |
|
|
2022
Q1 | $1.12M | Sell |
14,127
-34,513
| -71% | -$2.73M | 0.15% | 132 |
|
|
2021
Q4 | $4.29M | Hold |
48,640
| – | – | 0.53% | 48 |
|
|
2021
Q3 | $3.9M | Sell |
48,640
-1,324
| -3% | -$106K | 0.53% | 49 |
|
|
2021
Q2 | $4.05M | Hold |
49,964
| – | – | 0.55% | 47 |
|
|
2021
Q1 | $3.81M | Buy |
49,964
+955
| +2% | +$72.9K | 0.56% | 49 |
|
|
2020
Q4 | $3.5M | Buy |
+49,009
| New | +$3.5M | 0.53% | 51 |
|