Mission Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
7,580
+1,042
| +16% | +$54.2K | 0.01% | 508 |
|
|
2025
Q1 | $324K | Buy |
6,538
+39
| +0.6% | +$1.94K | 0.01% | 516 |
|
|
2024
Q4 | $325K | Sell |
6,499
-1,296
| -17% | -$64.7K | 0.01% | 513 |
|
|
2024
Q3 | $395K | Buy |
7,795
+28
| +0.4% | +$1.42K | 0.01% | 461 |
|
|
2024
Q2 | $363K | Buy |
7,767
+501
| +7% | +$23.4K | 0.01% | 467 |
|
|
2024
Q1 | $329K | Buy |
7,266
+455
| +7% | +$20.6K | 0.01% | 500 |
|
|
2023
Q4 | $288K | Buy |
+6,811
| New | +$288K | 0.01% | 460 |
|