Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,785
| Closed | -$557K | – | 460 |
|
|
2023
Q4 | $557K | Buy |
10,785
+3,070
| +40% | +$159K | 0.09% | 257 |
|
|
2023
Q3 | $355K | Hold |
7,715
| – | – | 0.06% | 335 |
|
|
2023
Q2 | $363K | Hold |
7,715
| – | – | 0.04% | 421 |
|
|
2023
Q1 | $346K | Buy |
7,715
+700
| +10% | +$31.4K | 0.04% | 421 |
|
|
2022
Q4 | $308K | Hold |
7,015
| – | – | 0.04% | 428 |
|
|
2022
Q3 | $273K | Hold |
7,015
| – | – | 0.04% | 428 |
|
|
2022
Q2 | $287K | Buy |
7,015
+100
| +1% | +$4.09K | 0.04% | 421 |
|
|
2022
Q1 | $339K | Buy |
+6,915
| New | +$339K | 0.04% | 415 |
|