Calton & Associates, Inc. FDVV Holdings History
Calton & Associates, Inc.'s Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Calton & Associates, Inc. held 159,474.00 shares of Fidelity High Dividend ETF(FDVV), totaling $7.91 Mil. This investment constitutes 1.8% of their stock portfolio, and Calton & Associates, Inc. now holds 0.16% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2022Q2. And since then Calton & Associates, Inc. has made 6 purchases of FDVV, at an average price of $47.44, for a total of 196,788.00 shares. In addition, there have been 6 sales at an average price of $43.85 for 37,314.00 shares. Based on historical transaction data and FDVV's current price of $53.33, Calton & Associates, Inc.'s estimated gain on his FDVV holdings is $804,647.87, reflecting a 8.62% gain to date.
Calton & Associates, Inc. FDVV ($53.33) Holding Chart
Calton & Associates, Inc. FDVV ($53.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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