Sequoia Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
13,544
-2,202
| -14% | -$115K | ﹤0.01% | 834 |
|
|
2025
Q1 | $781K | Buy |
15,746
+857
| +6% | +$42.5K | 0.01% | 701 |
|
|
2024
Q4 | $744K | Buy |
14,889
+186
| +1% | +$9.29K | 0.01% | 673 |
|
|
2024
Q3 | $745K | Sell |
14,703
-2,191
| -13% | -$111K | 0.01% | 627 |
|
|
2024
Q2 | $790K | Sell |
16,894
-19
| -0.1% | -$889 | 0.01% | 546 |
|
|
2024
Q1 | $766K | Buy |
16,913
+27
| +0.2% | +$1.22K | 0.01% | 551 |
|
|
2023
Q4 | $714K | Buy |
16,886
+2,676
| +19% | +$113K | 0.01% | 634 |
|
|
2023
Q3 | $548K | Sell |
14,210
-764
| -5% | -$29.5K | 0.01% | 490 |
|
|
2023
Q2 | $595K | Buy |
14,974
+3,867
| +35% | +$154K | 0.01% | 469 |
|
|
2023
Q1 | $423K | Buy |
11,107
+233
| +2% | +$8.87K | 0.01% | 515 |
|
|
2022
Q4 | $406K | Sell |
10,874
-8,243
| -43% | -$307K | 0.01% | 491 |
|
|
2022
Q3 | $631K | Sell |
19,117
-472
| -2% | -$15.6K | 0.02% | 259 |
|
|
2022
Q2 | $704K | Buy |
19,589
+2,405
| +14% | +$86.4K | 0.02% | 270 |
|
|
2022
Q1 | $715K | Buy |
+17,184
| New | +$715K | 0.02% | 293 |
|