Castleview Partners’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 | $496K | Buy |
7,901
+114
| +1% | +$7.15K | 0.32% | 76 |
|
|
2025
Q1 | $456K | Sell |
7,787
-43
| -0.5% | -$2.52K | 0.31% | 83 |
|
|
2024
Q4 | $462K | Sell |
7,830
-1,322
| -14% | -$78K | 0.25% | 98 |
|
|
2024
Q3 | $542K | Buy |
9,152
+507
| +6% | +$30K | 0.31% | 75 |
|
|
2024
Q2 | $473K | Buy |
8,645
+598
| +7% | +$32.7K | 0.27% | 89 |
|
|
2024
Q1 | $452K | Buy |
8,047
+294
| +4% | +$16.5K | 0.25% | 90 |
|
|
2023
Q4 | $401K | Buy |
7,753
+50
| +0.6% | +$2.58K | 0.28% | 79 |
|
|
2023
Q3 | $354K | Buy |
7,703
+481
| +7% | +$22.1K | 0.33% | 68 |
|
|
2023
Q2 | $340K | Sell |
7,222
-17
| -0.2% | -$801 | 0.31% | 73 |
|
|
2023
Q1 | $325K | Buy |
7,239
+291
| +4% | +$13.1K | 0.29% | 85 |
|
|
2022
Q4 | $305K | Buy |
6,948
+737
| +12% | +$32.4K | 0.3% | 80 |
|
|
2022
Q3 | $241K | Sell |
6,211
-2,476
| -29% | -$96.1K | 0.23% | 94 |
|
|
2022
Q2 | $232K | Buy |
8,687
+2,824
| +48% | +$75.6K | 0.18% | 121 |
|
|
2022
Q1 | $287K | Buy |
+5,863
| New | +$287K | 0.18% | 120 |
|