Silver Oak Securities’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,366
| Closed | -$134K | – | 509 |
|
2023
Q3 | $134K | Buy |
+3,366
| New | +$134K | 0.03% | 332 |
|
2022
Q4 | – | Sell |
-3,366
| Closed | -$134K | – | 362 |
|
2022
Q3 | $134K | Buy |
+3,366
| New | +$134K | 0.03% | 332 |
|
2022
Q2 | – | Sell |
-7,403
| Closed | -$328K | – | 294 |
|
2022
Q1 | $328K | Buy |
+7,403
| New | +$328K | 0.07% | 219 |
|