Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-144
| Closed | -$7K | – | 464 |
|
|
2022
Q1 | $7K | Buy |
144
+7
| +5% | +$340 | ﹤0.01% | 424 |
|
|
2021
Q4 | $7K | Sell |
137
-11
| -7% | -$562 | ﹤0.01% | 338 |
|
|
2021
Q3 | $7K | Buy |
148
+1
| +0.7% | +$47 | ﹤0.01% | 304 |
|
|
2021
Q2 | $7K | Buy |
147
+46
| +46% | +$2.19K | ﹤0.01% | 307 |
|
|
2021
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$2K | – | 377 |
|
|
2019
Q4 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 312 |
|