Gradient 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
Q2 | – | Sell |
-120
| Closed | -$5.38K | – | 1863 |
|
2023
Q1 | $5.38K | Buy |
+120
| New | +$5.38K | ﹤0.01% | 935 |
|
2021
Q1 | – | Sell |
-750
| Closed | -$25K | – | 1260 |
|
2020
Q4 | $25K | Hold |
750
| – | – | ﹤0.01% | 526 |
|
2020
Q3 | $25K | Hold |
750
| – | – | ﹤0.01% | 529 |
|
2020
Q2 | $23K | Hold |
750
| – | – | ﹤0.01% | 502 |
|
2020
Q1 | $19K | Hold |
750
| – | – | ﹤0.01% | 533 |
|
2019
Q4 | $27K | Buy |
+750
| New | +$27K | ﹤0.01% | 519 |
|
2017
Q3 | – | Sell |
-150
| Closed | -$4K | – | 598 |
|
2017
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 621 |
|