Hibernia Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,423
| Closed | -$558K | – | 101 |
|
|
2024
Q3 | $558K | Buy |
+9,423
| New | +$558K | 0.17% | 57 |
|
|
2024
Q2 | – | Sell |
-9,406
| Closed | -$528K | – | 107 |
|
|
2024
Q1 | $528K | Sell |
9,406
-279
| -3% | -$15.7K | 0.36% | 39 |
|
|
2023
Q4 | $500K | Sell |
9,685
-2,250
| -19% | -$116K | 0.38% | 35 |
|
|
2023
Q3 | $548K | Buy |
+11,935
| New | +$548K | 0.42% | 29 |
|