PRIMORIS WEALTH ADVISORS, LLC – Fidelity Dividend ETF for Rising Rates Transaction History
PRIMORIS WEALTH ADVISORS, LLC portfolio value:
$895,000
portfolio value
PRIMORIS WEALTH ADVISORS, LLC quarter portfolio value change:
-8.18%
quarter
Fidelity Dividend ETF for Rising Rates 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.41% | -2.57K shares | -171K | $35.47 | 24.77K |
| Q2 2022 | share | Decrease | -1.82% | -508 shares | -155K | $38.63 | 27.34K |
| Q1 2022 | share | Increase | +22.97% | 5.20K shares | 162K | $44.52 | 27.85K |
| Q4 2021 | share | Increase | 0.00% | 22.65K shares | 1.05M | $45.41 | 22.65K |