Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
7,038
+565
| +9% | +$53.2K | 0.03% | 394 |
|
|
2025
Q1 | $547K | Buy |
6,473
+344
| +6% | +$29.1K | 0.03% | 415 |
|
|
2024
Q4 | $597K | Buy |
6,129
+9
| +0.1% | +$877 | 0.03% | 426 |
|
|
2024
Q3 | $541K | Buy |
6,120
+506
| +9% | +$44.8K | 0.02% | 483 |
|
|
2024
Q2 | $455K | Buy |
5,614
+399
| +8% | +$32.3K | 0.02% | 494 |
|
|
2024
Q1 | $430K | Buy |
5,215
+463
| +10% | +$38.2K | 0.03% | 488 |
|
|
2023
Q4 | $375K | Buy |
4,752
+1,533
| +48% | +$121K | 0.02% | 511 |
|
|
2023
Q3 | $225K | Buy |
+3,219
| New | +$225K | 0.01% | 595 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$4K | – | 291 |
|
|
2020
Q1 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 259 |
|