Bison Wealth’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
Q4 | $297K | Sell |
5,022
-350
| -7% | -$20.7K | 0.07% | 233 |
|
|
2024
Q3 | $318K | Sell |
5,372
-6,036
| -53% | -$357K | 0.05% | 313 |
|
|
2024
Q2 | $641K | Hold |
11,408
| – | – | 0.1% | 205 |
|
|
2024
Q1 | $641K | Sell |
11,408
-982
| -8% | -$55.2K | 0.1% | 205 |
|
|
2023
Q4 | $640K | Sell |
12,390
-1,395
| -10% | -$72.1K | 0.11% | 195 |
|
|
2023
Q3 | $633K | Sell |
13,785
-152
| -1% | -$6.99K | 0.12% | 177 |
|
|
2023
Q2 | $656K | Buy |
+13,937
| New | +$656K | 0.12% | 176 |
|