Algorithmic Investment Models, LLC FDIS Holdings History
Algorithmic Investment Models, LLC's Fidelity MSCI Consumer Discretionary Index ETF Holding Summary
As of 2025-03-31, Algorithmic Investment Models, LLC held 60,601.00 shares of Fidelity MSCI Consumer Discretionary Index ETF(FDIS), totaling $5.12 Mil. This investment constitutes 3.77% of their stock portfolio, and Algorithmic Investment Models, LLC now holds 0.31% of the outstanding Fidelity MSCI Consumer Discretionary Index ETF(FDIS) stock.
The initial trade took place in 2021Q3. And since then Algorithmic Investment Models, LLC has made 7 purchases of FDIS, at an average price of $68.14, for a total of 177,934.00 shares. In addition, there have been 5 sales at an average price of $72.58 for 117,333.00 shares. Based on historical transaction data and FDIS's current price of $93.20, Algorithmic Investment Models, LLC's estimated gain on his FDIS holdings is $2.04 Mil, reflecting a 16.83% gain to date.
Algorithmic Investment Models, LLC FDIS ($93.20) Holding Chart
Algorithmic Investment Models, LLC FDIS ($93.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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