GW & Wade’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 |
-7,825
| Closed | -$369K | – | 406 |
|
|
2023
Q2 | $369K | Hold |
7,825
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $351K | Buy |
+7,825
| New | +$351K | 0.01% | 300 |
|
|
2022
Q4 | – | Sell |
-6,903
| Closed | -$268K | – | 401 |
|
|
2022
Q3 | $268K | Sell |
6,903
-2,399
| -26% | -$93.1K | 0.01% | 313 |
|
|
2022
Q2 | $381K | Sell |
9,302
-16
| -0.2% | -$655 | 0.02% | 277 |
|
|
2022
Q1 | $457K | Sell |
9,318
-600
| -6% | -$29.4K | 0.02% | 258 |
|
|
2021
Q4 | $514K | Buy |
9,918
+1,200
| +14% | +$62.2K | 0.02% | 249 |
|
|
2021
Q3 | $414K | Buy |
8,718
+1,645
| +23% | +$78.1K | 0.02% | 273 |
|
|
2021
Q2 | $340K | Buy |
+7,073
| New | +$340K | 0.02% | 287 |
|