Concentrum Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59,640
| Closed | -$2.81M | – | 63 |
|
|
2023
Q2 | $2.81M | Buy |
59,640
+9,649
| +19% | +$454K | 1.8% | 13 |
|
|
2023
Q1 | $2.24M | Sell |
49,991
-393
| -0.8% | -$17.6K | 1.66% | 13 |
|
|
2022
Q4 | $2.21M | Buy |
50,384
+5,167
| +11% | +$227K | 1.98% | 14 |
|
|
2022
Q3 | $1.76M | Buy |
45,217
+31,723
| +235% | +$1.23M | 1.53% | 18 |
|
|
2022
Q2 | $552K | Buy |
+13,494
| New | +$552K | 0.45% | 37 |
|