CIBC Private Wealth Group’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 | $272K | Sell |
4,341
-159
| -4% | -$9.98K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $232K | Sell |
4,500
-122
| -3% | -$6.3K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $277K | Sell |
4,622
-704
| -13% | -$42.1K | ﹤0.01% | 1042 |
|
|
2024
Q3 | $315K | Hold |
5,326
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q2 | $290K | Buy |
5,326
+26
| +0.5% | +$1.42K | ﹤0.01% | 962 |
|
|
2024
Q1 | $296K | Sell |
5,300
-128
| -2% | -$7.15K | ﹤0.01% | 977 |
|
|
2023
Q4 | $280K | Buy |
5,428
+113
| +2% | +$5.84K | ﹤0.01% | 958 |
|
|
2023
Q3 | $244K | Buy |
+5,315
| New | +$244K | ﹤0.01% | 938 |
|