High Net Worth Advisory Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,414
| Closed | -$56.3K | – | 316 |
|
|
2022
Q4 | $56.3K | Buy |
1,414
+6
| +0.4% | +$239 | 0.02% | 310 |
|
|
2022
Q3 | $50K | Buy |
1,408
+9
| +0.6% | +$320 | 0.02% | 324 |
|
|
2022
Q2 | $54K | Buy |
1,399
+1,149
| +460% | +$44.4K | 0.02% | 309 |
|
|
2022
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 518 |
|