Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-98
| Closed | -$7.77K | – | 410 |
|
|
2023
Q4 | $7.77K | Sell |
98
-172
| -64% | -$13.6K | ﹤0.01% | 175 |
|
|
2023
Q3 | $18.9K | Buy |
+270
| New | +$18.9K | 0.01% | 124 |
|
|
2022
Q1 | – | Sell |
-2,268
| Closed | -$200K | – | 48 |
|
|
2021
Q4 | $200K | Buy |
+2,268
| New | +$200K | 0.07% | 41 |
|
|
2021
Q2 | – | Sell |
-3,024
| Closed | -$216K | – | 40 |
|
|
2021
Q1 | $216K | Hold |
3,024
| – | – | 0.11% | 35 |
|
|
2020
Q4 | $216K | Buy |
+3,024
| New | +$216K | 0.11% | 35 |
|