B. Riley Wealth 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
Q2 | $1.69K | Sell |
41,171
-72,512
| -64% | -$2.97K | ﹤0.01% | 233 |
|
|
2022
Q1 | $5.57M | Buy |
113,683
+21,999
| +24% | +$1.08M | 0.43% | 59 |
|
|
2021
Q4 | $4.75M | Buy |
91,684
+11,603
| +14% | +$601K | 0.33% | 73 |
|
|
2021
Q3 | $3.8M | Buy |
80,081
+9,247
| +13% | +$439K | 0.29% | 80 |
|
|
2021
Q2 | $3.4M | Buy |
70,834
+5,101
| +8% | +$245K | 0.38% | 65 |
|
|
2021
Q1 | $2.99M | Buy |
65,733
+5,710
| +10% | +$260K | 0.35% | 77 |
|
|
2020
Q4 | $2.4M | Buy |
60,023
+35,328
| +143% | +$1.41M | 0.31% | 80 |
|
|
2020
Q3 | $808K | Sell |
24,695
-14,262
| -37% | -$467K | 0.1% | 170 |
|
|
2020
Q2 | $1.2M | Sell |
38,957
-3,174
| -8% | -$97.9K | 0.13% | 145 |
|
|
2020
Q1 | $1.08M | Buy |
42,131
+4,031
| +11% | +$103K | 0.11% | 164 |
|
|
2019
Q4 | $1.37M | Hold |
38,100
| – | – | 0.2% | 115 |
|
|
2019
Q3 | $1.21M | Buy |
38,100
+20,000
| +110% | +$637K | 0.21% | 109 |
|
|
2019
Q2 | $562 | Sell |
18,100
-300
| -2% | -$9 | 0.09% | 192 |
|
|
2019
Q1 | $549K | Sell |
18,400
-33,600
| -65% | -$1M | 0.1% | 198 |
|
|
2018
Q4 | $1.38M | Sell |
52,000
-56,011
| -52% | -$1.49M | 0.29% | 82 |
|
|
2018
Q3 | $3.41M | Buy |
+108,011
| New | +$3.41M | 0.84% | 25 |
|