WMA
Wealth Management Associates’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
8,906
-31
| -0.3% | -$1.61K | 0.18% | 104 |
|
|
2025
Q1 | $443K | Buy |
8,937
+230
| +3% | +$11.4K | 0.19% | 102 |
|
|
2024
Q4 | $435K | Buy |
8,707
+2
| +0% | +$100 | 0.19% | 104 |
|
|
2024
Q3 | $441K | Buy |
8,705
+1
| +0% | +$51 | 0.19% | 109 |
|
|
2024
Q2 | $407K | Hold |
8,704
| – | – | 0.19% | 103 |
|
|
2024
Q1 | $407K | Buy |
8,704
+4
| +0% | +$187 | 0.19% | 103 |
|
|
2023
Q4 | $368K | Sell |
8,700
-11,098
| -56% | -$469K | 0.19% | 113 |
|
|
2023
Q3 | $764K | Buy |
19,798
+701
| +4% | +$27.1K | 0.45% | 57 |
|
|
2023
Q2 | $759K | Buy |
19,097
+4,217
| +28% | +$168K | 0.43% | 54 |
|
|
2023
Q1 | $567K | Buy |
14,880
+8,050
| +118% | +$307K | 0.35% | 72 |
|
|
2022
Q4 | $255K | Buy |
+6,830
| New | +$255K | 0.17% | 145 |
|