CWM
Centurion Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
5,688
-192
| -3% | -$9.99K | 0.08% | 179 |
|
|
2025
Q1 | $294K | Hold |
5,880
| – | – | 0.09% | 160 |
|
|
2024
Q4 | $294K | Buy |
5,880
+37
| +0.6% | +$1.85K | 0.09% | 160 |
|
|
2024
Q3 | $296K | Buy |
+5,843
| New | +$296K | 0.09% | 159 |
|
|
2024
Q1 | $295K | Sell |
6,515
-411
| -6% | -$18.6K | 0.12% | 130 |
|
|
2023
Q4 | $293K | Buy |
+6,926
| New | +$293K | 0.13% | 122 |
|