BWA
Beam 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 | $1.78M | Buy |
34,274
+3,540
| +12% | +$184K | 0.53% | 46 |
|
|
2025
Q1 | $1.52M | Buy |
30,734
+2,825
| +10% | +$140K | 0.51% | 48 |
|
|
2024
Q4 | $1.39M | Sell |
27,909
-847
| -3% | -$42.3K | 0.44% | 52 |
|
|
2024
Q3 | $1.46M | Sell |
28,756
-2,245
| -7% | -$114K | 0.44% | 46 |
|
|
2024
Q2 | $1.45M | Buy |
+31,001
| New | +$1.45M | 0.48% | 46 |
|