Laidlaw Wealth Management’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 |
-15,973
| Closed | -$752K | – | 345 |
|
|
2023
Q2 | $752K | Buy |
15,973
+677
| +4% | +$31.9K | 0.15% | 152 |
|
|
2023
Q1 | $686K | Buy |
15,296
+1,248
| +9% | +$56K | 0.14% | 165 |
|
|
2022
Q4 | $617K | Buy |
14,048
+5,683
| +68% | +$250K | 0.13% | 168 |
|
|
2022
Q3 | $325K | Buy |
8,365
+1,841
| +28% | +$71.5K | 0.08% | 226 |
|
|
2022
Q2 | $267K | Sell |
6,524
-70
| -1% | -$2.87K | 0.05% | 293 |
|
|
2022
Q1 | $323K | Buy |
+6,594
| New | +$323K | 0.05% | 290 |
|