Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,928
| Closed | -$203K | – | 45 |
|
|
2023
Q4 | $203K | Buy |
+3,928
| New | +$203K | 0.19% | 40 |
|
|
2023
Q3 | – | Sell |
-9,683
| Closed | -$468K | – | 42 |
|
|
2023
Q2 | $468K | Sell |
9,683
-30
| -0.3% | -$1.45K | 0.51% | 29 |
|
|
2023
Q1 | $436K | Sell |
9,713
-1,327
| -12% | -$59.5K | 0.48% | 30 |
|
|
2022
Q4 | $515K | Sell |
11,040
-85,479
| -89% | -$3.99M | 0.55% | 28 |
|
|
2022
Q3 | $4.13M | Sell |
96,519
-139,815
| -59% | -$5.98M | 5.43% | 6 |
|
|
2022
Q2 | $9.88M | Buy |
236,334
+10,178
| +5% | +$425K | 13.22% | 1 |
|
|
2022
Q1 | $10.8M | Buy |
226,156
+26,747
| +13% | +$1.28M | 12.73% | 1 |
|
|
2021
Q4 | $10.4M | Buy |
199,409
+52,597
| +36% | +$2.73M | 11.83% | 1 |
|
|
2021
Q3 | $7.16M | Buy |
146,812
+40,878
| +39% | +$1.99M | 8.48% | 2 |
|
|
2021
Q2 | $5.1M | Buy |
105,934
+7,347
| +7% | +$354K | 6.51% | 5 |
|
|
2021
Q1 | $4.49M | Buy |
+98,587
| New | +$4.49M | 5.65% | 5 |
|