Axxcess Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $329K | Hold |
|
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $298K | Sell |
|
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $304K | Buy |
|