MWM
Melfa Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
18,929
+356
| +2% | +$18.5K | 0.62% | 41 |
|
|
2025
Q1 | $921K | Buy |
18,573
+1,113
| +6% | +$55.2K | 0.62% | 43 |
|
|
2024
Q4 | $872K | Buy |
17,460
+258
| +1% | +$12.9K | 0.58% | 46 |
|
|
2024
Q3 | $871K | Buy |
17,202
+5
| +0% | +$253 | 0.58% | 46 |
|
|
2024
Q2 | $804K | Buy |
17,197
+1,711
| +11% | +$80K | 0.56% | 47 |
|
|
2024
Q1 | $702K | Buy |
+15,486
| New | +$702K | 0.51% | 54 |
|