Colonial River Investments’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,807
| Closed | -$562K | – | 208 |
|
2022
Q4 | $562K | Hold |
12,807
| – | – | 0.36% | 74 |
|
2022
Q3 | $498K | Sell |
12,807
-298
| -2% | -$11.6K | 0.35% | 82 |
|
2022
Q2 | $536K | Buy |
13,105
+2,580
| +25% | +$106K | 0.35% | 83 |
|
2022
Q1 | $516K | Buy |
10,525
+4,836
| +85% | +$237K | 0.3% | 97 |
|
2021
Q4 | $295K | Buy |
+5,689
| New | +$295K | 0.16% | 163 |
|