Confluence Wealth Services’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 | $783K | Buy |
12,485
+524
| +4% | +$32.9K | 0.04% | 201 |
|
|
2025
Q1 | $667K | Sell |
11,961
-804
| -6% | -$44.9K | 0.04% | 196 |
|
|
2024
Q4 | $803K | Sell |
12,765
-856
| -6% | -$53.8K | 0.05% | 174 |
|
|
2024
Q3 | $807K | Sell |
13,621
-2,328
| -15% | -$138K | 0.06% | 172 |
|
|
2024
Q2 | $873K | Buy |
15,949
+8,691
| +120% | +$476K | 0.07% | 168 |
|
|
2024
Q1 | $408K | Buy |
+7,258
| New | +$408K | 0.04% | 234 |
|