Sage Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$222K | – | 109 |
|
|
2022
Q1 | $222K | Hold |
5,000
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $222K | Hold |
5,000
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $207K | Hold |
5,000
| – | – | 0.09% | 102 |
|
|
2021
Q2 | $213K | Hold |
5,000
| – | – | 0.09% | 102 |
|
|
2021
Q1 | $201K | Buy |
+5,000
| New | +$201K | 0.09% | 100 |
|