EverSource Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Hold |
1,290
| – | – | ﹤0.01% | 1486 |
|
|
2025
Q1 | $63K | Hold |
1,290
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q4 | $62.2K | Hold |
1,290
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q3 | $64.4K | Hold |
1,290
| – | – | ﹤0.01% | 962 |
|
|
2024
Q2 | $62.4K | Hold |
1,290
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $56.5K | Buy |
1,290
+100
| +8% | +$4.38K | ﹤0.01% | 926 |
|
|
2023
Q4 | $52K | Hold |
1,190
| – | – | ﹤0.01% | 885 |
|
|
2023
Q3 | $44.3K | Sell |
1,190
-245
| -17% | -$9.11K | ﹤0.01% | 860 |
|
|
2023
Q2 | $56.2K | Hold |
1,435
| – | – | 0.01% | 796 |
|
|
2023
Q1 | $59K | Buy |
1,435
+40
| +3% | +$1.65K | 0.01% | 730 |
|
|
2022
Q4 | $60.8K | Buy |
+1,395
| New | +$60.8K | 0.01% | 687 |
|