United Capital Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,226
Closed -$404K 1065
2022
Q3
$404K Buy
12,226
+128
+1% +$4.23K ﹤0.01% 812
2022
Q2
$435K Sell
12,098
-5,570
-32% -$200K ﹤0.01% 832
2022
Q1
$736K Buy
17,668
+9,503
+116% +$396K ﹤0.01% 743
2021
Q4
$329K Buy
+8,165
New +$329K ﹤0.01% 998