SOA Wealth Advisors’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 |
-158
| Closed | -$12K | – | 875 |
|
|
2022
Q1 | $12K | Hold |
158
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $13K | Hold |
158
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $12K | Hold |
158
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $12K | Hold |
158
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $12K | Hold |
158
| – | – | ﹤0.01% | 480 |
|
|
2020
Q4 | $12K | Buy |
+158
| New | +$12K | ﹤0.01% | 477 |
|