PWP
Precedent Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
25,894
-326
| -1% | -$17K | 0.33% | 86 |
|
|
2025
Q1 | $1.3M | Buy |
26,220
+15,557
| +146% | +$772K | 0.36% | 82 |
|
|
2024
Q4 | $533K | Buy |
10,663
+901
| +9% | +$45K | 0.17% | 116 |
|
|
2024
Q3 | $494K | Buy |
9,762
+4,597
| +89% | +$233K | 0.16% | 110 |
|
|
2024
Q2 | $242K | Buy |
+5,165
| New | +$242K | 0.1% | 129 |
|