Money Concepts Capital’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,072
| Closed | -$162K | – | 1285 |
|
2022
Q4 | $162K | Buy |
4,072
+3,960
| +3,536% | +$158K | 0.01% | 778 |
|
2022
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 1257 |
|
2022
Q2 | $4K | Sell |
112
-3,911
| -97% | -$140K | ﹤0.01% | 1206 |
|
2022
Q1 | $179K | Buy |
4,023
+3,911
| +3,492% | +$174K | 0.01% | 785 |
|
2021
Q4 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 702 |
|
2021
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 667 |
|
2020
Q4 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 623 |
|