BWM
BerganKDV Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-33
| Closed | -$1K | – | 964 |
|
|
2020
Q3 | $1K | Buy |
33
+1
| +3% | +$30 | ﹤0.01% | 793 |
|
|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 849 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 818 |
|
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 843 |
|
|
2019
Q3 | $1K | Buy |
32
+1
| +3% | +$31 | ﹤0.01% | 656 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 697 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 656 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 602 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 626 |
|