LWM
LJI Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
7,304
-500
| -6% | -$27.1K | 0.07% | 118 |
|
|
2025
Q1 | $390K | Hold |
7,804
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $401K | Sell |
7,804
-3,739
| -32% | -$192K | 0.08% | 109 |
|
|
2024
Q3 | $594K | Buy |
11,543
+7
| +0.1% | +$361 | 0.12% | 88 |
|
|
2024
Q2 | $557K | Sell |
11,536
-157
| -1% | -$7.58K | 0.12% | 89 |
|
|
2024
Q1 | $544K | Sell |
11,693
-390
| -3% | -$18.2K | 0.14% | 73 |
|
|
2023
Q4 | $531K | Sell |
12,083
-716
| -6% | -$31.4K | 0.14% | 86 |
|
|
2023
Q3 | $509K | Sell |
12,799
-320
| -2% | -$12.7K | 0.15% | 76 |
|
|
2023
Q2 | $548K | Sell |
13,119
-430
| -3% | -$17.9K | 0.16% | 68 |
|
|
2023
Q1 | $551K | Buy |
13,549
+622
| +5% | +$25.3K | 0.17% | 64 |
|
|
2022
Q4 | $515K | Buy |
+12,927
| New | +$515K | 0.18% | 62 |
|