SMAM
Sugar Maple Asset Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
57,449
-5,762
| -9% | -$312K | 2.43% | 13 |
|
|
2025
Q1 | $3.16M | Sell |
63,211
-104
| -0.2% | -$5.2K | 2.49% | 13 |
|
|
2024
Q4 | $3.25M | Sell |
63,315
-1,672
| -3% | -$85.9K | 2.47% | 14 |
|
|
2024
Q3 | $3.35M | Sell |
64,987
-2,634
| -4% | -$136K | 2.91% | 11 |
|
|
2024
Q2 | $3.26M | Buy |
67,621
+2,267
| +3% | +$109K | 3.16% | 12 |
|
|
2024
Q1 | $3.04M | Buy |
+65,354
| New | +$3.04M | 2.93% | 13 |
|