Bourgeon Capital Management’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
Q1 | – | Sell |
-147
| Closed | -$7.6K | – | 307 |
|
|
2023
Q4 | $7.6K | Hold |
147
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $6.76K | Hold |
147
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $6.92K | Hold |
147
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $6.6K | Hold |
147
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $6.46K | Hold |
147
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $6K | Hold |
147
| – | – | ﹤0.01% | 248 |
|
|
2022
Q2 | $6K | Hold |
147
| – | – | ﹤0.01% | 246 |
|
|
2022
Q1 | $7K | Hold |
147
| – | – | ﹤0.01% | 243 |
|
|
2021
Q4 | $8K | Hold |
147
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 244 |
|
|
2021
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 240 |
|