Claro Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
19,310
+2,225
| +13% | +$61.1K | 0.09% | 199 |
|
|
2025
Q1 | $481K | Buy |
17,085
+131
| +0.8% | +$3.69K | 0.06% | 273 |
|
|
2024
Q4 | $451K | Buy |
16,954
+154
| +0.9% | +$4.1K | 0.06% | 262 |
|
|
2024
Q3 | $469K | Buy |
16,800
+238
| +1% | +$6.64K | 0.06% | 272 |
|
|
2024
Q2 | $411K | Sell |
16,562
-4,668
| -22% | -$116K | 0.06% | 259 |
|
|
2024
Q1 | $537K | Buy |
21,230
+11
| +0.1% | +$278 | 0.09% | 225 |
|
|
2023
Q4 | $509K | Sell |
21,219
-2,805
| -12% | -$67.3K | 0.11% | 210 |
|
|
2023
Q3 | $537K | Buy |
24,024
+10,275
| +75% | +$230K | 0.13% | 187 |
|
|
2023
Q2 | $327K | Buy |
+13,749
| New | +$327K | 0.08% | 250 |
|