BWA
Beam Wealth Advisors’s Fidelity International High Dividend ETF FIDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
62,135
-14,219
| -19% | -$331K | 0.43% | 52 |
|
|
2025
Q1 | $1.64M | Sell |
76,354
-2,070
| -3% | -$44.4K | 0.55% | 45 |
|
|
2024
Q4 | $1.53M | Sell |
78,424
-4,297
| -5% | -$83.8K | 0.48% | 46 |
|
|
2024
Q3 | $1.8M | Buy |
82,721
+5,069
| +7% | +$110K | 0.55% | 42 |
|
|
2024
Q2 | $1.58M | Buy |
77,652
+3,892
| +5% | +$79K | 0.53% | 43 |
|
|
2024
Q1 | $1.54M | Buy |
73,760
+782
| +1% | +$16.4K | 0.93% | 26 |
|
|
2023
Q4 | $1.5M | Buy |
72,978
+7,977
| +12% | +$164K | 0.95% | 27 |
|
|
2023
Q3 | $1.21M | Buy |
+65,001
| New | +$1.21M | 0.86% | 31 |
|