Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
12,054
-1,526
| -11% | -$95.7K | 0.07% | 276 |
|
|
2025
Q1 | $795K | Sell |
13,580
-39
| -0.3% | -$2.28K | 0.08% | 229 |
|
|
2024
Q4 | $805K | Buy |
13,619
+4,156
| +44% | +$246K | 0.09% | 224 |
|
|
2024
Q3 | $560K | Sell |
9,463
-3,894
| -29% | -$231K | 0.06% | 245 |
|
|
2024
Q2 | $731K | Buy |
13,357
+7
| +0.1% | +$383 | 0.09% | 199 |
|
|
2024
Q1 | $750K | Buy |
13,350
+934
| +8% | +$52.5K | 0.1% | 183 |
|
|
2023
Q4 | $642K | Sell |
12,416
-4,346
| -26% | -$225K | 0.1% | 167 |
|
|
2023
Q3 | $770K | Sell |
16,762
-3,396
| -17% | -$156K | 0.14% | 122 |
|
|
2023
Q2 | $949K | Sell |
20,158
-1,115
| -5% | -$52.5K | 0.16% | 106 |
|
|
2023
Q1 | $955K | Sell |
21,273
-12,250
| -37% | -$550K | 0.18% | 107 |
|
|
2022
Q4 | $1.47M | Buy |
33,523
+16,908
| +102% | +$743K | 0.32% | 75 |
|
|
2022
Q3 | $646K | Buy |
16,615
+4,572
| +38% | +$178K | 0.14% | 123 |
|
|
2022
Q2 | $493K | Buy |
12,043
+2,600
| +28% | +$106K | 0.1% | 155 |
|
|
2022
Q1 | $463K | Sell |
9,443
-2,125
| -18% | -$104K | 0.07% | 198 |
|
|
2021
Q4 | $599K | Buy |
11,568
+6,954
| +151% | +$360K | 0.09% | 167 |
|
|
2021
Q3 | $219K | Buy |
+4,614
| New | +$219K | 0.04% | 285 |
|
|
2020
Q2 | – | Sell |
-28,158
| Closed | -$786K | – | 267 |
|
|
2020
Q1 | $786K | Buy |
+28,158
| New | +$786K | 0.3% | 53 |
|
|
2019
Q4 | – | Sell |
-17,060
| Closed | -$588K | – | 148 |
|
|
2019
Q3 | $588K | Buy |
+17,060
| New | +$588K | 0.28% | 50 |
|