Mascoma 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 | $253K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $4.55M | Sell |
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|
2022
Q4 | $6.66M | Sell |
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|
2022
Q3 | $6.81M | Sell |
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|
2022
Q2 | $8.06M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $9.38M | Buy |
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|
2021
Q3 | $7.63M | Buy |
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|
2021
Q2 | $7.03M | Buy |
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|
2021
Q1 | $5.65M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $2.75M | Sell |
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|
2017
Q4 | $2.98M | Sell |
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|
2017
Q3 | $2.88M | Buy |
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|
2017
Q2 | $1.9M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.47M | Buy |
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