Harbor Investment Advisory’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 | $58K | Hold |
925
| – | – | 0.01% | 593 |
|
|
2025
Q1 | $54.2K | Buy |
925
+160
| +21% | +$9.37K | 0.01% | 588 |
|
|
2024
Q4 | $45.2K | Hold |
765
| – | – | ﹤0.01% | 614 |
|
|
2024
Q3 | $45.3K | Hold |
765
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $41.9K | Hold |
765
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $43K | Buy |
765
+125
| +20% | +$7.02K | ﹤0.01% | 610 |
|
|
2023
Q4 | $33.1K | Hold |
640
| – | – | ﹤0.01% | 640 |
|
|
2023
Q3 | $29.4K | Buy |
+640
| New | +$29.4K | ﹤0.01% | 627 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1218 |
|
|
2020
Q2 | – | Sell |
-299
| Closed | -$8K | – | 1204 |
|
|
2020
Q1 | $8K | Buy |
+299
| New | +$8K | ﹤0.01% | 791 |
|