Laraway Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $382K | Buy |
6,090
+501
| +9% | +$31.4K | 0.29% | 78 |
|
2025
Q1 | $327K | Buy |
5,589
+11
| +0.2% | +$644 | 0.26% | 91 |
|
2024
Q4 | $330K | Buy |
5,578
+2
| +0% | +$118 | 0.25% | 88 |
|
2024
Q3 | $330K | Sell |
5,576
-91
| -2% | -$5.39K | 0.26% | 88 |
|
2024
Q2 | $310K | Buy |
5,667
+52
| +0.9% | +$2.85K | 0.27% | 84 |
|
2024
Q1 | $315K | Buy |
5,615
+229
| +4% | +$12.9K | 0.28% | 89 |
|
2023
Q4 | $278K | Buy |
5,386
+1,305
| +32% | +$67.4K | 0.26% | 90 |
|
2023
Q3 | $188K | Sell |
4,081
-870
| -18% | -$40K | 0.2% | 101 |
|
2023
Q2 | $233K | Sell |
4,951
-103
| -2% | -$4.85K | 0.23% | 96 |
|
2023
Q1 | $227K | Sell |
5,054
-1,909
| -27% | -$85.7K | 0.23% | 99 |
|
2022
Q4 | $306K | Buy |
6,963
+3
| +0% | +$132 | 0.32% | 86 |
|
2022
Q3 | $271K | Sell |
6,960
-170
| -2% | -$6.62K | 0.3% | 88 |
|
2022
Q2 | $292K | Buy |
7,130
+160
| +2% | +$6.55K | 0.31% | 85 |
|
2022
Q1 | $342K | Buy |
6,970
+450
| +7% | +$22.1K | 0.31% | 84 |
|
2021
Q4 | $338K | Buy |
+6,520
| New | +$338K | 0.3% | 88 |
|