EP Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $1.98M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $4.93M | Buy |
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