SVWAG
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Sound View Wealth Advisors Group’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
Q1
Sell
-3,042
Closed -$269K 293
2021
Q4
$269K Buy
3,042
+6
+0.2% +$531 0.05% 254
2021
Q3
$244K Buy
3,036
+4
+0.1% +$321 0.05% 257
2021
Q2
$246K Buy
+3,032
New +$246K 0.05% 254