Choreo LLC’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 | $692K | Buy |
11,026
+1,173
| +12% | +$73.6K | 0.01% | 737 |
|
|
2025
Q1 | $577K | Sell |
9,853
-796
| -7% | -$46.6K | 0.01% | 763 |
|
|
2024
Q4 | $631K | Sell |
10,649
-48
| -0.4% | -$2.84K | 0.01% | 781 |
|
|
2024
Q3 | $628K | Buy |
10,697
+167
| +2% | +$9.81K | 0.01% | 789 |
|
|
2024
Q2 | $575K | Buy |
10,530
+6,536
| +164% | +$357K | 0.01% | 754 |
|
|
2024
Q1 | $224K | Hold |
3,994
| – | – | 0.01% | 599 |
|
|
2023
Q4 | $206K | Sell |
3,994
-2,899
| -42% | -$150K | 0.01% | 579 |
|
|
2023
Q3 | $317K | Sell |
6,893
-944
| -12% | -$43.4K | 0.01% | 365 |
|
|
2023
Q2 | $369K | Sell |
7,837
-760
| -9% | -$35.8K | 0.01% | 348 |
|
|
2023
Q1 | $386K | Buy |
+8,597
| New | +$386K | 0.01% | 342 |
|