HHM Wealth Advisors’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 |
-135
| Closed | -$6.36K | – | 810 |
|
|
2023
Q2 | $6.36K | Hold |
135
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $6.06K | Hold |
135
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $5.93K | Hold |
135
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $5K | Sell |
135
-278
| -67% | -$10.3K | ﹤0.01% | 540 |
|
|
2022
Q2 | $17K | Buy |
413
+278
| +206% | +$11.4K | ﹤0.01% | 453 |
|
|
2022
Q1 | $7K | Hold |
135
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 554 |
|