JWM
Jackson Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,529
| Closed | -$338K | – | 131 |
|
|
2023
Q1 | $338K | Buy |
7,529
+1,923
| +34% | +$86.3K | 0.25% | 100 |
|
|
2022
Q4 | $246K | Sell |
5,606
-5,521
| -50% | -$242K | 0.09% | 83 |
|
|
2022
Q3 | $433K | Buy |
+11,127
| New | +$433K | 0.09% | 86 |
|
|
2022
Q2 | – | Sell |
-11,132
| Closed | -$545K | – | 112 |
|
|
2022
Q1 | $545K | Buy |
11,132
+672
| +6% | +$32.9K | 0.08% | 103 |
|
|
2021
Q4 | $542K | Buy |
10,460
+439
| +4% | +$22.7K | 0.07% | 101 |
|
|
2021
Q3 | $1K | Buy |
10,021
+583
| +6% | +$58 | 0.01% | 85 |
|
|
2021
Q2 | $453K | Buy |
9,438
+474
| +5% | +$22.8K | 0.06% | 107 |
|
|
2021
Q1 | $408K | Buy |
+8,964
| New | +$408K | 0.06% | 108 |
|