BRWA
B. Riley Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
+12,027
| New | +$626K | 0.03% | 447 |
|
|
2024
Q4 | $501K | Sell |
10,029
-3,636
| -27% | -$182K | 0.02% | 696 |
|
|
2024
Q3 | $689K | Sell |
13,665
-13,973
| -51% | -$705K | 0.02% | 617 |
|
|
2024
Q2 | $1.29M | Buy |
27,638
+10,871
| +65% | +$509K | 0.03% | 459 |
|
|
2024
Q1 | $647K | Sell |
16,767
-6,803
| -29% | -$263K | 0.02% | 673 |
|
|
2023
Q4 | $997K | Buy |
23,570
+6,803
| +41% | +$288K | 0.03% | 529 |
|
|
2023
Q3 | $647K | Buy |
+16,767
| New | +$647K | 0.02% | 673 |
|
|
2020
Q4 | – | Sell |
-156,068
| Closed | -$4.33M | – | 1050 |
|
|
2020
Q3 | $4.33M | Buy |
156,068
+395
| +0.3% | +$10.9K | 0.23% | 99 |
|
|
2020
Q2 | $4.22M | Buy |
155,673
+250
| +0.2% | +$6.77K | 0.28% | 89 |
|
|
2020
Q1 | $3.56M | Buy |
+155,423
| New | +$3.56M | 0.3% | 77 |
|