AEPWM
Atlantic Edge Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Hold |
674
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $39.5K | Buy |
674
+466
| +224% | +$27.3K | 0.01% | 219 |
|
|
2024
Q4 | $12.3K | Hold |
208
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $12.3K | Hold |
208
| – | – | ﹤0.01% | 321 |
|
|
2024
Q2 | $11.4K | Hold |
208
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $11.7K | Hold |
208
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $10.7K | Buy |
+208
| New | +$10.7K | ﹤0.01% | 290 |
|