Herold Advisors’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 | $722K | Buy |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $634K | Hold |
|
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|
2024
Q2 | $594K | Hold |
|
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $541K | Hold |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $604K | Hold |
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|
2021
Q4 | $615K | Hold |
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|
2021
Q3 | $561K | Buy |
|