Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,568
| Closed | -$65K | – | 922 |
|
|
2021
Q1 | $65K | Buy |
1,568
+1,308
| +503% | +$54.2K | ﹤0.01% | 728 |
|
|
2020
Q4 | $11K | Hold |
260
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q3 | $10K | Hold |
260
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $9K | Hold |
260
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q1 | $9K | Hold |
260
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q4 | $10K | Buy |
+260
| New | +$10K | ﹤0.01% | 1091 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$5K | – | 1594 |
|
|
2018
Q4 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 1066 |
|