Axiom Investment Management’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
Q4 | – | Sell |
-185
| Closed | -$7K | – | 354 |
|
|
2022
Q3 | $7K | Buy |
+185
| New | +$7K | 0.01% | 275 |
|
|
2022
Q1 | – | Sell |
-8,810
| Closed | -$458K | – | 137 |
|
|
2021
Q4 | $458K | Sell |
8,810
-1,500
| -15% | -$78K | 0.44% | 60 |
|
|
2021
Q3 | $486K | Buy |
10,310
+185
| +2% | +$8.72K | 0.49% | 52 |
|
|
2021
Q2 | $486K | Buy |
+10,125
| New | +$486K | 0.38% | 67 |
|