West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$179 | – | 632 |
|
|
2024
Q2 | $179 | Hold |
2
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $181 | Hold |
2
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $173 | Hold |
2
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $153 | Hold |
2
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $160 | Sell |
2
-7
| -78% | -$560 | ﹤0.01% | 439 |
|
|
2023
Q1 | $600 | Hold |
9
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $518 | Hold |
9
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 419 |
|