Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-329
| Closed | -$13K | – | 705 |
|
|
2022
Q2 | $13K | Hold |
329
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $16K | Sell |
329
-335
| -50% | -$16.3K | ﹤0.01% | 558 |
|
|
2021
Q4 | $34K | Buy |
664
+329
| +98% | +$16.8K | ﹤0.01% | 417 |
|
|
2021
Q3 | $16K | Hold |
335
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $16K | Sell |
335
-128
| -28% | -$6.11K | ﹤0.01% | 495 |
|
|
2021
Q1 | $21K | Buy |
+463
| New | +$21K | ﹤0.01% | 433 |
|