BWM
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BKM Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BKM Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-823
Closed -$42.5K – 469
2023
Q4 		$42.5K Buy
+823
New +$42.5K 0.02% 274