KWM
KFG Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
29,139
+6,373
| +28% | +$332K | 0.24% | 59 |
|
|
2025
Q1 | $1.13M | Buy |
22,766
+7,022
| +45% | +$348K | 0.21% | 62 |
|
|
2024
Q4 | $786K | Buy |
15,744
+3,323
| +27% | +$166K | 0.15% | 75 |
|
|
2024
Q3 | $629K | Buy |
12,421
+1,087
| +10% | +$55.1K | 0.14% | 93 |
|
|
2024
Q2 | $530K | Buy |
11,334
+4,082
| +56% | +$191K | 0.21% | 86 |
|
|
2024
Q1 | $329K | Buy |
+7,252
| New | +$329K | 0.14% | 113 |
|