Forvis Mazars Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,331
| Closed | -$564K | – | 395 |
|
|
2023
Q4 | $564K | Hold |
13,331
| – | – | 0.02% | 257 |
|
|
2023
Q3 | $514K | Hold |
13,331
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $530K | Sell |
13,331
-143
| -1% | -$5.68K | 0.02% | 285 |
|
|
2023
Q1 | $513K | Buy |
13,474
+2
| +0% | +$76 | 0.02% | 267 |
|
|
2022
Q4 | $503K | Buy |
13,472
+20
| +0.1% | +$746 | 0.02% | 259 |
|
|
2022
Q3 | $444K | Buy |
13,452
+61
| +0.5% | +$2.01K | 0.02% | 268 |
|
|
2022
Q2 | $481K | Buy |
+13,391
| New | +$481K | 0.02% | 258 |
|