Fidelity divid etf risi shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Fidelity divid etf risi
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Quarterly reported holdings in Fidelity divid etf risi by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $522k | 10k | 51.50 |
| 2024-06-30 | $666k | 14k | 48.25 |
| 2024-03-31 | $1.2M | 26k | 46.55 |
| 2023-12-31 | $1.7M | 39k | 43.91 |
| 2023-09-30 | $2.3M | 59k | 39.77 |
| 2023-06-30 | $2.7M | 65k | 42.10 |
| 2023-03-31 | $4.6M | 111k | 41.20 |
| 2022-12-31 | $6.8M | 192k | 35.47 |
| 2022-09-30 | $6.8M | 192k | 35.47 |
| 2022-06-30 | $8.1M | 209k | 38.63 |
| 2022-03-31 | $13M | 292k | 44.52 |
| 2021-12-31 | $9.4M | 207k | 45.37 |
| 2021-09-30 | $7.6M | 184k | 41.38 |
| 2021-06-30 | $7.0M | 166k | 42.25 |
| 2021-03-31 | $5.6M | 141k | 40.19 |
| 2018-12-31 | $1.0k | 50 | 20.00 |
| 2018-09-30 | $7.0k | 204 | 34.31 |
| 2018-06-30 | $6.0k | 204 | 29.41 |
| 2018-03-31 | $2.7M | 92k | 29.87 |
| 2017-12-31 | $3.0M | 95k | 31.30 |
| 2017-09-30 | $2.9M | 99k | 29.08 |
| 2017-06-30 | $1.9M | 67k | 28.26 |
| 2017-03-31 | $1.7M | 63k | 27.83 |
| 2016-12-31 | $1.5M | 56k | 26.50 |