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Trail Ridge Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Trail Ridge Investment Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,743
Closed -$217K – 108
2023
Q4 		$217K Buy
+2,743
New +$198K 0.13% 100
2023
Q3 		– Sell
-4,263
Closed -$313K – 110
2023
Q2 		$313K Sell
4,263
-312
-7% -$20.8K 0.19% 95
2023
Q1 		$300K Buy
4,575
+619
+16% +$39K 0.2% 97
2022
Q4 		$224K Buy
3,956
+264
+7% +$16K 0.15% 112
2022
Q3 		$234K Sell
3,692
-790
-18% -$52.9K 0.15% 118
2022
Q2 		$264K Buy
4,482
+510
+13% +$34.5K 0.18% 129
2022
Q1 		$314K Buy
3,972
+474
+14% +$37.4K 0.19% 117
2021
Q4 		$309K Buy
+3,498
New +$304K 0.19% 117

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AM
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