HGWM
Harvest Group Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.03M | Sell |
89,741
-2,577
| -3% | -$116K | 2.5% | 19 |
|
|
2022
Q4 | $4.05M | Sell |
92,318
-143
| -0.2% | -$6.28K | 2.66% | 15 |
|
|
2022
Q3 | $3.84M | Buy |
92,461
+40
| +0% | +$1.66K | 2.55% | 16 |
|
|
2022
Q2 | $4.05M | Buy |
92,421
+85,752
| +1,286% | +$3.76M | 2.5% | 16 |
|
|
2022
Q1 | $327K | Sell |
6,669
-127,307
| -95% | -$6.24M | 0.19% | 43 |
|
|
2021
Q4 | $6.94M | Buy |
133,976
+4,833
| +4% | +$250K | 3.89% | 13 |
|
|
2021
Q3 | $6.13M | Buy |
129,143
+3,554
| +3% | +$169K | 3.6% | 16 |
|
|
2021
Q2 | $6.03M | Buy |
125,589
+15,125
| +14% | +$727K | 3.59% | 16 |
|
|
2021
Q1 | $5.3M | Buy |
+110,464
| New | +$5.3M | 3.32% | 16 |
|