Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
25,974
+3,510
| +16% | +$183K | 0.25% | 95 |
|
|
2025
Q1 | $1.11M | Buy |
22,464
+3,901
| +21% | +$193K | 0.24% | 103 |
|
|
2024
Q4 | $927K | Buy |
18,563
+4,301
| +30% | +$215K | 0.2% | 120 |
|
|
2024
Q3 | $722K | Buy |
14,262
+346
| +2% | +$17.5K | 0.15% | 129 |
|
|
2024
Q2 | $651K | Buy |
13,916
+1,451
| +12% | +$67.9K | 0.15% | 133 |
|
|
2024
Q1 | $565K | Buy |
12,465
+3,865
| +45% | +$175K | 0.14% | 138 |
|
|
2023
Q4 | $364K | Sell |
8,600
-150
| -2% | -$6.34K | 0.09% | 162 |
|
|
2023
Q3 | $338K | Buy |
8,750
+2,575
| +42% | +$99.4K | 0.1% | 162 |
|
|
2023
Q2 | $245K | Buy |
6,175
+1,250
| +25% | +$49.7K | 0.07% | 186 |
|
|
2023
Q1 | $188K | Buy |
4,925
+220
| +5% | +$8.38K | 0.06% | 213 |
|
|
2022
Q4 | $175 | Hold |
4,705
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $155 | Buy |
+4,705
| New | +$155 | ﹤0.01% | 332 |
|