Carson Wealth (CWM LLC)’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
57,621
+52,356
| +994% | +$2.84M | 0.01% | 764 |
|
|
2025
Q1 | $263K | Sell |
5,265
-875
| -14% | -$43.7K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $315K | Buy |
6,140
+691
| +13% | +$35.5K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $281K | Buy |
5,449
+1,647
| +43% | +$84.9K | ﹤0.01% | 1577 |
|
|
2024
Q2 | $183K | Buy |
3,802
+340
| +10% | +$16.4K | ﹤0.01% | 1627 |
|
|
2024
Q1 | $161K | Buy |
3,462
+2,188
| +172% | +$102K | ﹤0.01% | 1614 |
|
|
2023
Q4 | $56K | Buy |
1,274
+6
| +0.5% | +$264 | ﹤0.01% | 2099 |
|
|
2023
Q3 | $50K | Buy |
1,268
+8
| +0.6% | +$315 | ﹤0.01% | 2058 |
|
|
2023
Q2 | $53K | Buy |
1,260
+850
| +207% | +$35.8K | ﹤0.01% | 1932 |
|
|
2023
Q1 | $17K | Buy |
+410
| New | +$17K | ﹤0.01% | 2610 |
|