Leelyn Smith’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 | – | Sell |
-10,288
| Closed | -$563K | – | 133 |
|
|
2024
Q2 | $563K | Buy |
+10,288
| New | +$563K | 0.11% | 99 |
|
|
2023
Q4 | – | Sell |
-9,866
| Closed | -$453K | – | 126 |
|
|
2023
Q3 | $453K | Buy |
+9,866
| New | +$453K | 0.11% | 100 |
|
|
2023
Q1 | – | Sell |
-393
| Closed | -$17.3K | – | 351 |
|
|
2022
Q4 | $17.3K | Hold |
393
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $15K | Hold |
393
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $16K | Buy |
+393
| New | +$16K | ﹤0.01% | 264 |
|
|
2021
Q3 | – | Sell |
-11,241
| Closed | -$540K | – | 383 |
|
|
2021
Q2 | $540K | Buy |
+11,241
| New | +$540K | 0.16% | 86 |
|