Biltmore Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $442K | Hold |
8,531
| – | – | 0.07% | 93 |
|
|
2021
Q3 | $405K | Hold |
8,531
| – | – | 0.07% | 94 |
|
|
2021
Q2 | $410K | Sell |
8,531
-3,512
| -29% | -$169K | 0.08% | 81 |
|
|
2021
Q1 | $548K | Hold |
12,043
| – | – | 0.12% | 68 |
|
|
2020
Q4 | $481K | Hold |
12,043
| – | – | 0.13% | 62 |
|
|
2020
Q3 | $394K | Hold |
12,043
| – | – | 0.11% | 58 |
|
|
2020
Q2 | $371K | Buy |
+12,043
| New | +$371K | 0.1% | 49 |
|