Perigon Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $970K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $293K | Buy |
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