Stonebridge Financial Planning Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $810K | Sell |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $803K | Buy |
|
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $208K | Sell |
|
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $81K | Hold |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $73K | Buy |
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