Delos Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$8.78K | – | 385 |
|
|
2023
Q4 | $8.78K | Hold |
200
| – | – | 0.01% | 101 |
|
|
2023
Q3 | $8.42K | Hold |
200
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $8.35K | Hold |
200
| – | – | 0.01% | 142 |
|
|
2023
Q1 | $8.13K | Hold |
200
| – | – | 0.01% | 140 |
|
|
2022
Q4 | $7.97K | Hold |
200
| – | – | 0.01% | 151 |
|
|
2022
Q3 | $7K | Buy |
+200
| New | +$7K | 0.01% | 157 |
|