ICA Group Wealth Management’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
Q2 | $2.35M | Sell |
42,868
-93,729
| -69% | -$5.13M | 1.41% | 20 |
|
|
2024
Q1 | $7.67M | Sell |
136,597
-8,288
| -6% | -$466K | 1.54% | 13 |
|
|
2023
Q4 | $7.49M | Sell |
144,885
-5,911
| -4% | -$305K | 1.67% | 12 |
|
|
2023
Q3 | $6.92M | Buy |
150,796
+15,307
| +11% | +$703K | 1.95% | 10 |
|
|
2023
Q2 | $6.38M | Buy |
135,489
+2,873
| +2% | +$135K | 1.6% | 13 |
|
|
2023
Q1 | $5.95M | Sell |
132,616
-4,558
| -3% | -$205K | 1.42% | 15 |
|
|
2022
Q4 | $6.02M | Sell |
137,174
-14,327
| -9% | -$629K | 1.41% | 15 |
|
|
2022
Q3 | $5.89M | Buy |
151,501
+33
| +0% | +$1.28K | 1.25% | 14 |
|
|
2022
Q2 | $6.91M | Buy |
151,468
+5,218
| +4% | +$238K | 1.29% | 13 |
|
|
2022
Q1 | $6.83M | Buy |
+146,250
| New | +$6.83M | 1.3% | 11 |
|