Sowell Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,664
| Closed | -$133K | – | 1241 |
|
|
2021
Q1 | $133K | Buy |
1,664
+63
| +4% | +$5.04K | ﹤0.01% | 1247 |
|
|
2020
Q4 | $114K | Buy |
1,601
+234
| +17% | +$16.7K | ﹤0.01% | 1100 |
|
|
2020
Q3 | $85K | Buy |
1,367
+1,072
| +363% | +$66.7K | ﹤0.01% | 1028 |
|
|
2020
Q2 | $15K | Buy |
295
+185
| +168% | +$9.41K | ﹤0.01% | 1545 |
|
|
2020
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q4 | $5K | Sell |
110
-600
| -85% | -$27.3K | ﹤0.01% | 1902 |
|
|
2019
Q3 | $32K | Buy |
+710
| New | +$32K | ﹤0.01% | 1122 |
|
|
2018
Q4 | – | Sell |
-151,816
| Closed | -$3.81M | – | 481 |
|
|
2018
Q3 | $3.81M | Buy |
+151,816
| New | +$3.81M | 0.55% | 40 |
|