BlackDiamond Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,890
| Closed | -$1.31M | – | 175 |
|
|
2024
Q4 | $1.31M | Buy |
53,890
+20
| +0% | +$485 | 0.75% | 40 |
|
|
2024
Q3 | $1.4M | Sell |
53,870
-15,088
| -22% | -$393K | 0.85% | 36 |
|
|
2024
Q2 | $1.61M | Buy |
68,958
+2,164
| +3% | +$50.6K | 1.06% | 31 |
|
|
2024
Q1 | $1.64M | Sell |
66,794
-9,506
| -12% | -$233K | 1.17% | 27 |
|
|
2023
Q4 | $1.71M | Sell |
76,300
-3,997
| -5% | -$89.7K | 1.26% | 24 |
|
|
2023
Q3 | $1.61M | Buy |
80,297
+14,660
| +22% | +$293K | 1.45% | 21 |
|
|
2023
Q2 | $1.49M | Buy |
65,637
+10,332
| +19% | +$234K | 1.26% | 21 |
|
|
2023
Q1 | $1.16M | Buy |
+55,305
| New | +$1.16M | 1.19% | 22 |
|