Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $414K | Buy |
6,996
+23
| +0.3% | +$1.36K | 0.08% | 131 |
|
|
2024
Q2 | $382K | Sell |
6,973
-196
| -3% | -$10.7K | 0.08% | 122 |
|
|
2024
Q1 | $403K | Buy |
7,169
+13
| +0.2% | +$730 | 0.09% | 114 |
|
|
2023
Q4 | $370K | Buy |
7,156
+399
| +6% | +$20.6K | 0.09% | 108 |
|
|
2023
Q3 | $311K | Sell |
6,757
-59
| -0.9% | -$2.71K | 0.08% | 108 |
|
|
2023
Q2 | $321K | Buy |
6,816
+13
| +0.2% | +$612 | 0.09% | 117 |
|
|
2023
Q1 | $305K | Sell |
6,803
-503
| -7% | -$22.6K | 0.09% | 114 |
|
|
2022
Q4 | $321K | Sell |
7,306
-1,580
| -18% | -$69.4K | 0.1% | 110 |
|
|
2022
Q3 | $345K | Buy |
8,886
+1,460
| +20% | +$56.7K | 0.12% | 90 |
|
|
2022
Q2 | $304K | Buy |
+7,426
| New | +$304K | 0.1% | 103 |
|