ACG Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $269K | Sell |
6,917
-2,764
| -29% | -$107K | 0.06% | 208 |
|
|
2022
Q2 | $396K | Buy |
9,681
+1,171
| +14% | +$47.9K | 0.08% | 186 |
|
|
2022
Q1 | $417K | Buy |
8,510
+4,557
| +115% | +$223K | 0.08% | 195 |
|
|
2021
Q4 | $205K | Buy |
+3,953
| New | +$205K | 0.03% | 308 |
|
|
2020
Q2 | – | Sell |
-16,495
| Closed | -$423K | – | 302 |
|
|
2020
Q1 | $423K | Buy |
16,495
+1,595
| +11% | +$40.9K | 0.08% | 195 |
|
|
2019
Q4 | $535K | Buy |
+14,900
| New | +$535K | 0.08% | 196 |
|