Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-314
| Closed | -$18.4K | – | 734 |
|
|
2025
Q1 | $18.4K | Buy |
314
+1
| +0.3% | +$58 | ﹤0.01% | 467 |
|
|
2024
Q4 | $18.5K | Buy |
313
+2
| +0.6% | +$118 | ﹤0.01% | 477 |
|
|
2024
Q3 | $18.4K | Buy |
311
+2
| +0.6% | +$118 | ﹤0.01% | 485 |
|
|
2024
Q2 | $17K | Buy |
309
+1
| +0.3% | +$55 | ﹤0.01% | 494 |
|
|
2024
Q1 | $17.3K | Buy |
308
+1
| +0.3% | +$56 | ﹤0.01% | 492 |
|
|
2023
Q4 | $15.9K | Buy |
+307
| New | +$15.9K | ﹤0.01% | 483 |
|
|
2020
Q3 | – | Sell |
-12,719
| Closed | -$392K | – | 992 |
|
|
2020
Q2 | $392K | Buy |
12,719
+1,110
| +10% | +$34.2K | 0.15% | 65 |
|
|
2020
Q1 | $298K | Buy |
+11,609
| New | +$298K | 0.16% | 70 |
|