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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