IAG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
1,600
| – | – | 0.01% | 148 |
|
|
2025
Q1 | $93.7K | Hold |
1,600
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $94.6K | Hold |
1,600
| – | – | 0.02% | 139 |
|
|
2024
Q3 | $94.7K | Sell |
1,600
-200
| -11% | -$11.8K | 0.02% | 134 |
|
|
2024
Q2 | $98.6K | Hold |
1,800
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $101K | Buy |
1,800
+200
| +13% | +$11.2K | 0.02% | 120 |
|
|
2023
Q4 | $82.7K | Sell |
1,600
-110
| -6% | -$5.68K | 0.02% | 118 |
|
|
2023
Q3 | $78.6K | Hold |
1,710
| – | – | 0.02% | 119 |
|
|
2023
Q2 | $80.5K | Buy |
1,710
+110
| +7% | +$5.18K | 0.02% | 127 |
|
|
2023
Q1 | $71.8K | Hold |
1,600
| – | – | 0.02% | 117 |
|
|
2022
Q4 | $70.3K | Hold |
1,600
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $62K | Buy |
+1,600
| New | +$62K | 0.02% | 108 |
|
|
2020
Q4 | – | Sell |
-58
| Closed | -$2K | – | 362 |
|
|
2020
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 367 |
|
|
2020
Q1 | $2K | Sell |
58
-200
| -78% | -$6.9K | ﹤0.01% | 347 |
|
|
2019
Q4 | $10K | Buy |
+258
| New | +$10K | 0.01% | 257 |
|