KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,384
| Closed | -$302K | – | 543 |
|
|
2017
Q1 | $302K | Hold |
11,384
| – | – | 0.02% | 432 |
|
|
2016
Q4 | $281K | Hold |
11,384
| – | – | 0.02% | 452 |
|
|
2016
Q3 | $252K | Sell |
11,384
-1,767
| -13% | -$39.1K | 0.02% | 477 |
|
|
2016
Q2 | $268K | Buy |
13,151
+17
| +0.1% | +$346 | 0.02% | 444 |
|
|
2016
Q1 | $273K | Buy |
13,134
+328
| +3% | +$6.82K | 0.02% | 432 |
|
|
2015
Q4 | $265K | Hold |
12,806
| – | – | 0.02% | 438 |
|
|
2015
Q3 | $261K | Buy |
12,806
+1,422
| +12% | +$29K | 0.02% | 442 |
|
|
2015
Q2 | $250K | Buy |
+11,384
| New | +$250K | 0.02% | 471 |
|