Steward Partners Investment Advisory’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 | $5.94M | Buy |
216,254
+14,185
| +7% | +$390K | 0.05% | 379 |
|
|
2025
Q1 | $5.69M | Buy |
202,069
+19,680
| +11% | +$554K | 0.05% | 358 |
|
|
2024
Q4 | $4.85M | Buy |
182,389
+5,550
| +3% | +$148K | 0.04% | 379 |
|
|
2024
Q3 | $4.94M | Buy |
176,839
+10,830
| +7% | +$302K | 0.05% | 363 |
|
|
2024
Q2 | $4.12M | Buy |
166,009
+9,530
| +6% | +$237K | 0.04% | 376 |
|
|
2024
Q1 | $3.96M | Buy |
156,479
+35,283
| +29% | +$892K | 0.04% | 390 |
|
|
2023
Q4 | $2.91M | Buy |
121,196
+67,268
| +125% | +$1.62M | 0.04% | 409 |
|
|
2023
Q3 | $1.21M | Buy |
53,928
+49,728
| +1,184% | +$1.11M | 0.02% | 615 |
|
|
2023
Q2 | $99.9K | Buy |
+4,200
| New | +$99.9K | ﹤0.01% | 1588 |
|