BFA
BMS Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,279
| Closed | -$620K | – | 120 |
|
|
2023
Q1 | $620K | Buy |
+16,279
| New | +$620K | 0.43% | 46 |
|
|
2022
Q4 | – | Sell |
-26,398
| Closed | -$872K | – | 99 |
|
|
2022
Q3 | $872K | Buy |
+26,398
| New | +$872K | 0.61% | 28 |
|
|
2022
Q2 | – | Sell |
-10,992
| Closed | -$458K | – | 98 |
|
|
2022
Q1 | $458K | Buy |
+10,992
| New | +$458K | 0.29% | 72 |
|