Priebe Wealth Holdings’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
39,775
-2,450
| -6% | -$67.3K | 0.95% | 22 |
|
|
2025
Q1 | $1.19M | Sell |
42,225
-8,200
| -16% | -$231K | 0.74% | 25 |
|
|
2024
Q4 | $1.34M | Buy |
50,425
+25,100
| +99% | +$668K | 0.91% | 17 |
|
|
2024
Q3 | $707K | Buy |
25,325
+1,600
| +7% | +$44.7K | 0.51% | 26 |
|
|
2024
Q2 | $589K | Buy |
23,725
+500
| +2% | +$12.4K | 0.47% | 28 |
|
|
2024
Q1 | $587K | Buy |
23,225
+1,200
| +5% | +$30.3K | 0.46% | 28 |
|
|
2023
Q4 | $529K | Buy |
+22,025
| New | +$529K | 0.43% | 34 |
|