Westside Investment Management, Inc. Fidelity High Dividend ETF Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 18,563 shares of FDVV stock, worth $960,449. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,563

Previous 14,262 30.16%

Holding current value

$960,449

Previous $722 Million 28.33%

% of portfolio

0.2%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$49.66 - $52.63 $213,587 - $226,361	4,301 Added 30.16%	18,563 $927 Million
Q3 2024 Nov 20, 2024	BUY	$46.26 - $50.65 $16,005 - $17,524	346 Added 2.49%	14,262 $722 Million
Q2 2024 Jul 17, 2024	BUY	$43.48 - $47.63 $63,089 - $69,111	1,451 Added 11.64%	13,916 $651 Million
Q1 2024 Apr 19, 2024	BUY	$41.93 - $45.31 $162,059 - $175,123	3,865 Added 44.94%	12,465 $565 Million
Q4 2023 Jan 12, 2024	SELL	$37.1 - $42.49 $5,565 - $6,373	-150 Reduced 1.71%	8,600 $364 Million
Q3 2023 Nov 15, 2023	BUY	$38.46 - $41.54 $99,034 - $106,965	2,575 Added 41.7%	8,750 $338 Million
Q2 2023 Jul 14, 2023	BUY	$37.5 - $39.94 $46,875 - $49,925	1,250 Added 25.38%	6,175 $245 Million
Q1 2023 May 17, 2023	BUY	$36.4 - $40.08 $8,008 - $8,817	220 Added 4.68%	4,925 $188 Million
Q3 2022 Nov 09, 2022	BUY	$33.02 - $39.84 $155,359 - $187,447	4,705 New	4,705 $155,000

Others Institutions Holding FDVV

# of Institutions

317

Shares Held

30.4M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Fidelity High Dividend ETF Transaction History