BIVIN & ASSOCIATES, INC. FDIS Holdings History
Number of Shares
42,756.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
2.7%
Total Estimate Gain
$464,060.83
% of Total Estimate Gain
12.73%
BIVIN & ASSOCIATES, INC.'s Fidelity MSCI Consumer Discretionary Index ETF Holding Summary
As of 2022-06-30, BIVIN & ASSOCIATES, INC. held 42,756.00 shares of Fidelity MSCI Consumer Discretionary Index ETF(FDIS), totaling $2.52 Mil. This investment constitutes 2.7% of their stock portfolio, and BIVIN & ASSOCIATES, INC. now holds 0.25% of the outstanding Fidelity MSCI Consumer Discretionary Index ETF(FDIS) stock.
The initial trade took place in 2021Q4. And since then BIVIN & ASSOCIATES, INC. has made 2 purchases of FDIS, at an average price of $85.24, for a total of 42,756.00 shares. Based on historical transaction data and FDIS's current price of $96.09, BIVIN & ASSOCIATES, INC.'s estimated gain on his FDIS holdings is $464,060.83, reflecting a 12.73% gain to date.
BIVIN & ASSOCIATES, INC. FDIS ($96.09) Holding Chart
BIVIN & ASSOCIATES, INC. FDIS ($96.09) 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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