Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,713
| Closed | -$380K | – | 707 |
|
2022
Q4 | $380K | Buy |
+6,713
| New | +$380K | 0.02% | 477 |
|
2021
Q2 | – | Sell |
-185
| Closed | -$14K | – | 964 |
|
2021
Q1 | $14K | Buy |
+185
| New | +$14K | ﹤0.01% | 1336 |
|
2020
Q2 | – | Sell |
-185
| Closed | -$7K | – | 656 |
|
2020
Q1 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 1008 |
|