Geneos Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.9K | Hold |
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|
2025
Q2 | $43.4K | Sell |
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|
2025
Q1 | $79.9K | Hold |
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|
2024
Q4 | $82.2K | Hold |
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|
2024
Q3 | $82.4K | Hold |
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|
2024
Q2 | $77.2K | Hold |
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|
2024
Q1 | $74.5K | Hold |
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|
2023
Q4 | $70.3K | Sell |
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|
2023
Q3 | $77.6K | Hold |
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|
2023
Q2 | $81.4K | Hold |
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|
2023
Q1 | $79.3K | Hold |
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|
2022
Q4 | $77.7K | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $97K | Sell |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $134K | Buy |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $51K | Buy |
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