Castle Rock Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $5.77M | Buy |
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|
2021
Q4 | $5.47M | Sell |
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|
2021
Q3 | $7.85M | Sell |
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|
2021
Q2 | $8.87M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $734K | Buy |
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|
2020
Q3 | $517K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $233K | Buy |
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