HWA
HHM Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,326
| Closed | -$96K | – | 674 |
|
|
2021
Q3 | $96K | Buy |
2,326
+558
| +32% | +$23K | 0.03% | 211 |
|
|
2021
Q2 | $75K | Sell |
1,768
-609
| -26% | -$25.8K | 0.02% | 238 |
|
|
2021
Q1 | $96K | Buy |
2,377
+519
| +28% | +$21K | 0.03% | 192 |
|
|
2020
Q4 | $68K | Buy |
1,858
+10
| +0.5% | +$366 | 0.02% | 220 |
|
|
2020
Q3 | $60K | Buy |
1,848
+12
| +0.7% | +$390 | 0.02% | 203 |
|
|
2020
Q2 | $56K | Buy |
1,836
+14
| +0.8% | +$427 | 0.02% | 210 |
|
|
2020
Q1 | $48K | Buy |
+1,822
| New | +$48K | 0.02% | 208 |
|