HighMark Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Hold |
27
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $1.36K | Hold |
27
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $1.39K | Hold |
27
| – | – | ﹤0.01% | 477 |
|
|
2024
Q3 | $1.38K | Hold |
27
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $1.29K | Buy |
27
+1
| +4% | +$48 | ﹤0.01% | 498 |
|
|
2024
Q1 | $1.23K | Hold |
26
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $1.16K | Hold |
26
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $1.04K | Hold |
26
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $1.09K | Hold |
26
| – | – | ﹤0.01% | 498 |
|
|
2023
Q1 | $1.05K | Hold |
26
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $1.02K | Buy |
26
+1
| +4% | +$39 | ﹤0.01% | 475 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 473 |
|