Lantz Financial’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Buy |
310,417
+33,465
| +12% | +$919K | 2.12% | 7 |
|
|
2025
Q1 | $7.8M | Buy |
276,952
+33,347
| +14% | +$939K | 2.13% | 7 |
|
|
2024
Q4 | $6.48M | Buy |
243,605
+20,793
| +9% | +$553K | 1.73% | 11 |
|
|
2024
Q3 | $6.22M | Buy |
222,812
+63,052
| +39% | +$1.76M | 1.68% | 10 |
|
|
2024
Q2 | $3.97M | Buy |
159,760
+30,900
| +24% | +$768K | 1.23% | 16 |
|
|
2024
Q1 | $3.26M | Buy |
128,860
+28,406
| +28% | +$718K | 1.05% | 18 |
|
|
2023
Q4 | $2.41M | Buy |
100,454
+20,262
| +25% | +$486K | 0.87% | 21 |
|
|
2023
Q3 | $1.79M | Buy |
80,192
+40,249
| +101% | +$900K | 0.71% | 35 |
|
|
2023
Q2 | $950K | Buy |
39,943
+18,167
| +83% | +$432K | 0.37% | 75 |
|
|
2023
Q1 | $532K | Buy |
+21,776
| New | +$532K | 0.22% | 104 |
|