Axxcess Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
6,336
-55
| -0.9% | -$2.98K | 0.01% | 686 |
|
|
2025
Q1 | $319K | Hold |
6,391
| – | – | 0.01% | 665 |
|
|
2024
Q4 | $328K | Hold |
6,391
| – | – | 0.01% | 650 |
|
|
2024
Q3 | $329K | Hold |
6,391
| – | – | 0.01% | 663 |
|
|
2024
Q2 | $308K | Hold |
6,391
| – | – | 0.01% | 639 |
|
|
2024
Q1 | $298K | Sell |
6,391
-30
| -0.5% | -$1.4K | 0.01% | 666 |
|
|
2023
Q4 | $282K | Hold |
6,421
| – | – | 0.01% | 660 |
|
|
2023
Q3 | $255K | Hold |
6,421
| – | – | 0.01% | 643 |
|
|
2023
Q2 | $268K | Hold |
6,421
| – | – | 0.02% | 479 |
|
|
2023
Q1 | $261K | Hold |
6,421
| – | – | 0.02% | 513 |
|
|
2022
Q4 | $256K | Hold |
6,421
| – | – | 0.02% | 488 |
|
|
2022
Q3 | $228K | Hold |
6,421
| – | – | 0.02% | 466 |
|
|
2022
Q2 | $248K | Hold |
6,421
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $286K | Sell |
6,421
-275
| -4% | -$12.2K | 0.02% | 482 |
|
|
2021
Q4 | $304K | Buy |
+6,696
| New | +$304K | 0.02% | 464 |
|