Avantax Advisory Services’s Fidelity High Yield Factor ETF FDHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,855
| Closed | -$427K | – | 2260 |
|
2024
Q4 | $427K | Buy |
8,855
+3,894
| +78% | +$188K | ﹤0.01% | 1551 |
|
2024
Q3 | $245K | Sell |
4,961
-248
| -5% | -$12.2K | ﹤0.01% | 1894 |
|
2024
Q2 | $249K | Buy |
5,209
+699
| +15% | +$33.4K | ﹤0.01% | 1818 |
|
2024
Q1 | $216K | Buy |
4,510
+94
| +2% | +$4.51K | ﹤0.01% | 1501 |
|
2023
Q4 | $212K | Buy |
+4,416
| New | +$212K | ﹤0.01% | 1449 |
|