AWM
Avaii Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,152
| Closed | -$757K | – | 130 |
|
|
2024
Q4 | $757K | Buy |
15,152
+1,129
| +8% | +$56.4K | 0.37% | 35 |
|
|
2024
Q3 | $710K | Sell |
14,023
-5,855
| -29% | -$297K | 0.36% | 41 |
|
|
2024
Q2 | $930K | Sell |
19,878
-4,401
| -18% | -$206K | 0.52% | 36 |
|
|
2024
Q1 | $1.1M | Buy |
+24,279
| New | +$1.1M | 0.65% | 30 |
|