Stonebridge Financial Planning Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $466K | Hold |
9,108
| – | – | 0.19% | 116 |
|
2025
Q1 | $466K | Hold |
9,108
| – | – | 0.21% | 114 |
|
2024
Q4 | $450K | Sell |
9,108
-2,880
| -24% | -$142K | 0.2% | 119 |
|
2024
Q3 | $612K | Sell |
11,988
-1,538
| -11% | -$78.5K | 0.29% | 94 |
|
2024
Q2 | $641K | Sell |
13,526
-2,786
| -17% | -$132K | 0.32% | 85 |
|
2024
Q1 | $776K | Sell |
16,312
-1,079
| -6% | -$51.3K | 0.41% | 71 |
|
2023
Q4 | $776K | Sell |
17,391
-6,584
| -27% | -$294K | 0.45% | 59 |
|
2023
Q3 | $1.02M | Sell |
23,975
-4,677
| -16% | -$199K | 0.65% | 45 |
|
2023
Q2 | $1.3M | Buy |
28,652
+3,322
| +13% | +$151K | 0.79% | 38 |
|
2023
Q1 | $1.14M | Buy |
25,330
+2,707
| +12% | +$122K | 0.74% | 43 |
|
2022
Q4 | $1.01M | Buy |
22,623
+7,125
| +46% | +$319K | 0.67% | 50 |
|
2022
Q3 | $622K | Buy |
15,498
+3,269
| +27% | +$131K | 0.44% | 63 |
|
2022
Q2 | $529K | Buy |
+12,229
| New | +$529K | 0.36% | 65 |
|