Sigma Planning Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sigma Planning Corp’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	11,573 -1,585	-12%	-$159K	0.03%	541
2025 Q4	$1.34M	Sell	13,158 -3,068	-19%	-$312K	0.04%	440
2025 Q3	$1.67M	Sell	16,226 -7,796	-32%	-$771K	0.05%	365
2025 Q2	$2.26M	Buy	24,022 +580	+2%	+$51.1K	0.07%	281
2025 Q1	$1.98M	Sell	23,442 -3,237	-12%	-$304K	0.06%	285
2024 Q4	$2.6M	Buy	26,679 +15,553	+140%	+$1.46M	0.08%	230
2024 Q3	$984K	Sell	11,126 -352	-3%	-$29.2K	0.03%	503
2024 Q2	$930K	Sell	11,478 -1,247	-10%	-$99.1K	0.03%	506
2024 Q1	$1.05M	Buy	12,725 +3,639	+40%	+$288K	0.03%	494
2023 Q4	$717K	Sell	9,086 -17,625	-66%	-$1.27M	0.06%	344
2023 Q3	$1.87M	Buy	26,711 +1,631	+7%	+$120K	0.07%	284
2023 Q2	$1.84M	Sell	25,080 -2,357	-9%	-$157K	0.07%	297
2023 Q1	$1.8M	Buy	27,437 +2,564	+10%	+$162K	0.06%	326
2022 Q4	$1.41M	Sell	24,873 -6,361	-20%	-$386K	0.05%	370
2022 Q3	$1.9M	Sell	31,234 -9,070	-23%	-$607K	0.07%	268
2022 Q2	$2.37M	Sell	40,304 -4,270	-10%	-$289K	0.08%	237
2022 Q1	$3.52M	Buy	44,574 +2,868	+7%	+$226K	0.11%	197
2021 Q4	$3.68M	Buy	41,706 +889	+2%	+$77.4K	0.1%	208
2021 Q3	$3.28M	Sell	40,817 -697	-2%	-$57.1K	0.1%	224
2021 Q2	$3.37M	Buy	41,514 +1,045	+3%	+$82.8K	0.1%	220
2021 Q1	$3.09M	Buy	40,469 +1,504	+4%	+$113K	0.1%	236
2020 Q4	$2.79M	Buy	38,965 +2,345	+6%	+$156K	0.09%	218
2020 Q3	$2.27M	Buy	36,620 +2,522	+7%	+$150K	0.09%	223
2020 Q2	$1.77M	Buy	34,098 +18,996	+126%	+$886K	0.08%	260
2020 Q1	$570K	Sell	15,102 -2,952	-16%	-$135K	0.03%	454
2019 Q4	$871K	Sell	18,054 -960	-5%	-$44.7K	0.04%	441
2019 Q3	$870K	Sell	19,014 -592	-3%	-$27.2K	0.04%	410
2019 Q2	$896K	Buy	19,606 +3,486	+22%	+$157K	0.05%	365
2019 Q1	$707K	Sell	16,120 -5,151	-24%	-$216K	0.04%	403
2018 Q4	$815K	Sell	21,271 -133,489	-86%	-$5.51M	0.06%	295
2018 Q3	$7.04M	Buy	154,760 +77,533	+100%	+$3.44M	0.41%	42
2018 Q2	$3.31M	Buy	77,227 +15,043	+24%	+$623K	0.22%	103
2018 Q1	$2.47M	Sell	62,184 -6,361	-9%	-$261K	0.18%	135
2017 Q4	$2.68M	Buy	68,545 +30,023	+78%	+$1.12M	0.21%	123
2017 Q3	$1.38M	Sell	38,522 -1,456	-4%	-$51.8K	0.11%	202
2017 Q2	$1.42M	Buy	39,978 +26,384	+194%	+$932K	0.13%	179
2017 Q1	$471K	Buy	13,594 +1,896	+16%	+$64K	0.05%	414
2016 Q4	$376K	Sell	11,698 -3,922	-25%	-$125K	0.04%	448
2016 Q3	$492K	Sell	15,620 -12,833	-45%	-$406K	0.06%	349
2016 Q2	$867K	Buy	28,453 +12,885	+83%	+$397K	0.11%	207
2016 Q1	$483K	Sell	15,568 -21,712	-58%	-$633K	0.07%	322
2015 Q4	$1.14M	Buy	37,280 +11,718	+46%	+$365K	0.16%	153
2015 Q3	$754K	Buy	25,562 +14,165	+124%	+$436K	0.12%	208
2015 Q2	$352K	Buy	11,397 +1,873	+20%	+$57.9K	0.05%	442
2015 Q1	$291K	Buy	+9,524	New	+$283K	0.04%	540