Triumph Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,074
| Closed | -$398K | – | 235 |
|
|
2023
Q4 | $398K | Buy |
9,074
+89
| +1% | +$3.91K | 0.17% | 118 |
|
|
2023
Q3 | $357K | Buy |
8,985
+927
| +12% | +$36.9K | 0.16% | 135 |
|
|
2023
Q2 | $336K | Sell |
8,058
-636
| -7% | -$26.5K | 0.15% | 133 |
|
|
2023
Q1 | $354K | Buy |
8,694
+1,083
| +14% | +$44K | 0.18% | 117 |
|
|
2022
Q4 | $303K | Buy |
7,611
+156
| +2% | +$6.22K | 0.16% | 141 |
|
|
2022
Q3 | $264K | Buy |
+7,455
| New | +$264K | 0.14% | 147 |
|