Householder Group Estate & Retirement Specialist’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 | $197K | Sell |
3,333
-1,417
| -30% | -$83.8K | 0.15% | 104 |
|
|
2024
Q3 | $281K | Buy |
4,750
+524
| +12% | +$31K | 0.08% | 199 |
|
|
2024
Q2 | $231K | Buy |
4,226
+562
| +15% | +$30.7K | 0.06% | 230 |
|
|
2024
Q1 | $206K | Buy |
3,664
+94
| +3% | +$5.28K | 0.06% | 238 |
|
|
2023
Q4 | $184K | Sell |
3,570
-493
| -12% | -$25.4K | 0.06% | 248 |
|
|
2023
Q3 | $187K | Buy |
+4,063
| New | +$187K | 0.07% | 227 |
|
|
2023
Q1 | $52K | Buy |
+1,167
| New | +$52K | 0.02% | 439 |
|
|
2022
Q4 | – | Sell |
-1,789
| Closed | -$69K | – | 932 |
|
|
2022
Q3 | $69K | Buy |
+1,789
| New | +$69K | 0.03% | 334 |
|