Inspirion Wealth 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
Q3 | – | Sell |
-4,412
| Closed | -$208K | – | 138 |
|
|
2023
Q2 | $208K | Sell |
4,412
-50
| -1% | -$2.36K | 0.04% | 133 |
|
|
2023
Q1 | $200K | Sell |
4,462
-140
| -3% | -$6.28K | 0.04% | 137 |
|
|
2022
Q4 | $202K | Sell |
4,602
-702
| -13% | -$30.8K | 0.04% | 124 |
|
|
2022
Q3 | $206K | Buy |
5,304
+50
| +1% | +$1.94K | 0.05% | 113 |
|
|
2022
Q2 | $215K | Buy |
5,254
+560
| +12% | +$22.9K | 0.05% | 110 |
|
|
2022
Q1 | $230K | Buy |
+4,694
| New | +$230K | 0.05% | 98 |
|