Beacon Capital Management LLC (Tennessee)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9K | Hold |
94
| – | – | ﹤0.01% | 724 |
|
|
2025
Q1 | $5.5K | Hold |
94
| – | – | ﹤0.01% | 748 |
|
|
2024
Q4 | $5.56K | Hold |
94
| – | – | ﹤0.01% | 707 |
|
|
2024
Q3 | $5.57K | Hold |
94
| – | – | ﹤0.01% | 787 |
|
|
2024
Q2 | $5.15K | Hold |
94
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $5.28K | Hold |
94
| – | – | ﹤0.01% | 687 |
|
|
2023
Q4 | $4.32K | Sell |
94
-600
| -86% | -$27.6K | ﹤0.01% | 671 |
|
|
2023
Q3 | $32.7K | Hold |
694
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $32.7K | Buy |
694
+600
| +638% | +$28.3K | 0.01% | 321 |
|
|
2023
Q1 | $4.22K | Hold |
94
| – | – | ﹤0.01% | 665 |
|
|
2022
Q4 | $4.13K | Hold |
94
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 639 |
|
|
2022
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 651 |
|