Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
17,970
+340
| +2% | +$18.4K | 0.41% | 72 |
|
|
2025
Q1 | $881K | Sell |
17,630
-74
| -0.4% | -$3.7K | 0.4% | 75 |
|
|
2024
Q4 | $910K | Sell |
17,704
-1,421
| -7% | -$73K | 0.41% | 69 |
|
|
2024
Q3 | $985K | Sell |
19,125
-15
| -0.1% | -$773 | 0.47% | 61 |
|
|
2024
Q2 | $924K | Buy |
19,140
+167
| +0.9% | +$8.06K | 0.46% | 60 |
|
|
2024
Q1 | $883K | Sell |
18,973
-233
| -1% | -$10.8K | 0.47% | 61 |
|
|
2023
Q4 | $843K | Buy |
19,206
+401
| +2% | +$17.6K | 0.49% | 54 |
|
|
2023
Q3 | $748K | Sell |
18,805
-851
| -4% | -$33.8K | 0.48% | 55 |
|
|
2023
Q2 | $820K | Buy |
19,656
+462
| +2% | +$19.3K | 0.5% | 56 |
|
|
2023
Q1 | $780K | Buy |
19,194
+1,727
| +10% | +$70.2K | 0.5% | 61 |
|
|
2022
Q4 | $696K | Buy |
17,467
+1,501
| +9% | +$59.8K | 0.46% | 64 |
|
|
2022
Q3 | $566K | Buy |
15,966
+904
| +6% | +$32K | 0.4% | 68 |
|
|
2022
Q2 | $582K | Buy |
+15,062
| New | +$582K | 0.4% | 61 |
|