CWA
Clarus Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,888
| Closed | -$711K | – | 133 |
|
|
2024
Q4 | $711K | Sell |
11,888
-386
| -3% | -$23.1K | 0.35% | 68 |
|
|
2024
Q3 | $725K | Sell |
12,274
-226
| -2% | -$13.3K | 0.37% | 58 |
|
|
2024
Q2 | $690K | Sell |
12,500
-1,307
| -9% | -$72.1K | 0.37% | 54 |
|
|
2024
Q1 | $752K | Sell |
13,807
-1,063
| -7% | -$57.9K | 0.43% | 51 |
|
|
2023
Q4 | $744K | Buy |
+14,870
| New | +$744K | 0.44% | 50 |
|
|
2023
Q2 | $718K | Sell |
15,352
-399
| -3% | -$18.6K | 0.44% | 47 |
|
|
2023
Q1 | $698K | Buy |
15,751
+552
| +4% | +$24.5K | 0.44% | 48 |
|
|
2022
Q4 | $695K | Buy |
15,199
+1,394
| +10% | +$63.7K | 0.46% | 44 |
|
|
2022
Q3 | $550K | Buy |
13,805
+333
| +2% | +$13.3K | 0.39% | 49 |
|
|
2022
Q2 | $558K | Sell |
13,472
-2,485
| -16% | -$103K | 0.39% | 47 |
|
|
2022
Q1 | $759K | Buy |
15,957
+854
| +6% | +$40.6K | 0.47% | 41 |
|
|
2021
Q4 | $794K | Buy |
+15,103
| New | +$794K | 0.46% | 39 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$12K | – | 684 |
|
|
2019
Q1 | $12K | Hold |
400
| – | – | 0.01% | 499 |
|
|
2018
Q4 | $11K | Buy |
400
+50
| +14% | +$1.38K | 0.02% | 500 |
|
|
2018
Q3 | $11K | Sell |
350
-250
| -42% | -$7.86K | 0.01% | 528 |
|
|
2018
Q2 | $18K | Buy |
+600
| New | +$18K | 0.01% | 439 |
|