Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
11,189
+4,146
| +59% | +$260K | 0.17% | 134 |
|
|
2025
Q1 | $412K | Buy |
7,043
+1,656
| +31% | +$96.9K | 0.11% | 173 |
|
|
2024
Q4 | $319K | Buy |
5,387
+429
| +9% | +$25.4K | 0.08% | 202 |
|
|
2024
Q3 | $294K | Buy |
4,958
+593
| +14% | +$35.1K | 0.08% | 207 |
|
|
2024
Q2 | $239K | Sell |
4,365
-715
| -14% | -$39.2K | 0.07% | 205 |
|
|
2024
Q1 | $285K | Sell |
5,080
-3,831
| -43% | -$215K | 0.09% | 175 |
|
|
2023
Q4 | $460K | Sell |
8,911
-259
| -3% | -$13.4K | 0.16% | 127 |
|
|
2023
Q3 | $421K | Sell |
9,170
-2,203
| -19% | -$101K | 0.16% | 129 |
|
|
2023
Q2 | $536K | Sell |
11,373
-136
| -1% | -$6.41K | 0.2% | 109 |
|
|
2023
Q1 | $516K | Sell |
11,509
-4,185
| -27% | -$188K | 0.21% | 110 |
|
|
2022
Q4 | $689K | Buy |
15,694
+7
| +0% | +$307 | 0.3% | 75 |
|
|
2022
Q3 | $610K | Buy |
15,687
+7,361
| +88% | +$286K | 0.29% | 71 |
|
|
2022
Q2 | $341K | Sell |
8,326
-5,771
| -41% | -$236K | 0.15% | 112 |
|
|
2022
Q1 | $691K | Buy |
14,097
+3,626
| +35% | +$178K | 0.27% | 82 |
|
|
2021
Q4 | $542K | Buy |
+10,471
| New | +$542K | 0.22% | 90 |
|