LJI Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
2025
Q1
$390K Hold
2024
Q4
$401K Sell
2024
Q3
$594K Buy
2024
Q2
$557K Sell
2024
Q1
$544K Sell
2023
Q4
$531K Sell
2023
Q3
$509K Sell
2023
Q2
$548K Sell
2023
Q1
$551K Buy
2022
Q4
$515K Buy