BHWM
Beaird Harris Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-337
| Closed | -$15.8K | – | 596 |
|
|
2024
Q2 | $15.8K | Buy |
337
+2
| +0.6% | +$94 | ﹤0.01% | 319 |
|
|
2024
Q1 | $15.2K | Buy |
335
+3
| +0.9% | +$136 | ﹤0.01% | 300 |
|
|
2023
Q4 | $14.1K | Buy |
332
+3
| +0.9% | +$127 | ﹤0.01% | 301 |
|
|
2023
Q3 | $12.7K | Buy |
329
+2
| +0.6% | +$77 | ﹤0.01% | 258 |
|
|
2023
Q2 | $13K | Buy |
327
+3
| +0.9% | +$119 | ﹤0.01% | 253 |
|
|
2023
Q1 | $12.3K | Buy |
324
+5
| +2% | +$190 | ﹤0.01% | 255 |
|
|
2022
Q4 | $11.9K | Buy |
319
+1
| +0.3% | +$37 | ﹤0.01% | 305 |
|
|
2022
Q3 | $10K | Buy |
+318
| New | +$10K | ﹤0.01% | 279 |
|
|
2022
Q2 | – | Sell |
-311
| Closed | -$13K | – | 475 |
|
|
2022
Q1 | $13K | Buy |
311
+2
| +0.6% | +$84 | ﹤0.01% | 291 |
|
|
2021
Q4 | $12K | Buy |
+309
| New | +$12K | ﹤0.01% | 381 |
|