TWA
TCI Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,229
| Closed | -$50K | – | 907 |
|
|
2023
Q1 | $50K | Buy |
1,229
+1,049
| +583% | +$42.6K | 0.01% | 434 |
|
|
2022
Q4 | $7.17K | Buy |
180
+1
| +0.6% | +$40 | ﹤0.01% | 1293 |
|
|
2022
Q3 | $6K | Buy |
179
+76
| +74% | +$2.55K | ﹤0.01% | 1332 |
|
|
2022
Q2 | $4K | Buy |
103
+51
| +98% | +$1.98K | ﹤0.01% | 1617 |
|
|
2022
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q4 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 2082 |
|
|
2021
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 2100 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q1 | $2K | Buy |
51
+21
| +70% | +$824 | ﹤0.01% | 1721 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1301 |
|