Kingswood Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
5,479
-46
| -0.8% | -$2.39K | 0.02% | 590 |
|
|
2025
Q1 | $274K | Sell |
5,525
-875
| -14% | -$43.4K | 0.03% | 577 |
|
|
2024
Q4 | $320K | Buy |
6,400
+803
| +14% | +$40.1K | 0.02% | 586 |
|
|
2024
Q3 | $283K | Buy |
5,597
+622
| +13% | +$31.5K | 0.02% | 585 |
|
|
2024
Q2 | $233K | Buy |
4,975
+1
| +0% | +$47 | 0.02% | 594 |
|
|
2024
Q1 | $225K | Sell |
4,974
-876
| -15% | -$39.7K | 0.03% | 554 |
|
|
2023
Q4 | $247K | Buy |
+5,850
| New | +$247K | 0.03% | 525 |
|