Carson Wealth (CWM LLC)’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Sell |
1,392
-345
| -20% | -$17.8K | ﹤0.01% | 2989 |
|
|
2025
Q1 | $86K | Buy |
1,737
+33
| +2% | +$1.63K | ﹤0.01% | 2544 |
|
|
2024
Q4 | $85K | Buy |
+1,704
| New | +$85K | ﹤0.01% | 2391 |
|
|
2024
Q3 | – | Sell |
-219
| Closed | -$10K | – | 4910 |
|
|
2024
Q2 | $10K | Sell |
219
-161
| -42% | -$7.35K | ﹤0.01% | 3533 |
|
|
2024
Q1 | $17K | Sell |
380
-13
| -3% | -$582 | ﹤0.01% | 3007 |
|
|
2023
Q4 | $17K | Buy |
393
+113
| +40% | +$4.89K | ﹤0.01% | 2867 |
|
|
2023
Q3 | $11K | Hold |
280
| – | – | ﹤0.01% | 3076 |
|
|
2023
Q2 | $11K | Buy |
280
+219
| +359% | +$8.6K | ﹤0.01% | 3008 |
|
|
2023
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 3638 |
|
|
2022
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 3537 |
|
|
2022
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 3446 |
|