LifePro Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $310K | Sell |
5,236
-377
| -7% | -$22.3K | 0.19% | 109 |
|
|
2024
Q2 | $307K | Sell |
5,613
-392
| -7% | -$21.5K | 0.22% | 96 |
|
|
2024
Q1 | $337K | Sell |
6,005
-3,821
| -39% | -$215K | 0.22% | 92 |
|
|
2023
Q4 | $508K | Sell |
9,826
-1,965
| -17% | -$102K | 0.39% | 59 |
|
|
2023
Q3 | $542K | Sell |
11,791
-2,047
| -15% | -$94.1K | 0.45% | 53 |
|
|
2023
Q2 | $652K | Sell |
13,838
-4,703
| -25% | -$222K | 0.5% | 49 |
|
|
2023
Q1 | $814K | Hold |
18,541
| – | – | 0.59% | 38 |
|
|
2022
Q4 | $814K | Buy |
18,541
+1,735
| +10% | +$76.2K | 0.6% | 37 |
|
|
2022
Q3 | $653K | Sell |
16,806
-272
| -2% | -$10.6K | 0.38% | 30 |
|
|
2022
Q2 | $699K | Sell |
17,078
-251
| -1% | -$10.3K | 0.36% | 51 |
|
|
2022
Q1 | $849K | Buy |
17,329
+7,149
| +70% | +$350K | 0.3% | 48 |
|
|
2021
Q4 | $527K | Buy |
+10,180
| New | +$527K | 0.16% | 67 |
|