Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,672
| Closed | -$1.33M | – | 427 |
|
|
2023
Q1 | $1.33M | Buy |
+29,672
| New | +$1.33M | 0.14% | 115 |
|
|
2022
Q2 | $1.13M | Buy |
27,543
+3,186
| +13% | +$130K | 0.13% | 125 |
|
|
2022
Q1 | $1.19M | Buy |
24,357
+19,939
| +451% | +$977K | 0.12% | 136 |
|
|
2021
Q4 | $229K | Hold |
4,418
| – | – | 0.02% | 296 |
|
|
2021
Q3 | $210K | Buy |
+4,418
| New | +$210K | 0.02% | 323 |
|