Insight Advisors’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
Q1 | – | Sell |
-20,569
| Closed | -$900K | – | 320 |
|
|
2022
Q4 | $900K | Sell |
20,569
-1,283
| -6% | -$56.1K | 0.31% | 80 |
|
|
2022
Q3 | $850K | Buy |
21,852
+28
| +0.1% | +$1.09K | 0.33% | 85 |
|
|
2022
Q2 | $964K | Buy |
21,824
+3,504
| +19% | +$155K | 0.33% | 82 |
|
|
2022
Q1 | $898K | Buy |
18,320
+1,039
| +6% | +$50.9K | 0.27% | 104 |
|
|
2021
Q4 | $895K | Buy |
17,281
+1,356
| +9% | +$70.2K | 0.26% | 99 |
|
|
2021
Q3 | $811K | Buy |
15,925
+3,824
| +32% | +$195K | 0.24% | 110 |
|
|
2021
Q2 | $582K | Buy |
12,101
+6,801
| +128% | +$327K | 0.18% | 149 |
|
|
2021
Q1 | $253K | Buy |
+5,300
| New | +$253K | 0.08% | 284 |
|