Harel Insurance Investments & Financial Services’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 | $4.33M | Hold |
69,000
| – | – | 0.05% | 121 |
|
2025
Q1 | $4.04M | Sell |
69,000
-970
| -1% | -$56.8K | 0.05% | 126 |
|
2024
Q4 | $4.14M | Hold |
69,970
| – | – | 0.07% | 98 |
|
2024
Q3 | $4.14M | Buy |
69,970
+1,220
| +2% | +$72.2K | 0.07% | 85 |
|
2024
Q2 | $3.76M | Hold |
68,750
| – | – | 0.07% | 92 |
|
2024
Q1 | $3.86M | Buy |
68,750
+9,600
| +16% | +$539K | 0.07% | 87 |
|
2023
Q4 | $3.06M | Hold |
59,150
| – | – | 0.05% | 111 |
|
2023
Q3 | $2.72M | Buy |
59,150
+9,650
| +19% | +$443K | 0.05% | 111 |
|
2023
Q2 | $2.33M | Hold |
49,500
| – | – | 0.06% | 90 |
|
2023
Q1 | $2.22M | Hold |
49,500
| – | – | 0.05% | 131 |
|
2022
Q4 | $2.17M | Hold |
49,500
| – | – | 0.05% | 125 |
|
2022
Q3 | $1.93M | Sell |
49,500
-4,500
| -8% | -$175K | 0.05% | 138 |
|
2022
Q2 | $2.21M | Hold |
54,000
| – | – | 0.05% | 131 |
|
2022
Q1 | $2.65M | Buy |
+54,000
| New | +$2.65M | 0.04% | 132 |
|