MWM
Mattern Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Hold |
61,401
| – | – | 0.8% | 26 |
|
|
2025
Q1 | $3.59M | Hold |
61,401
| – | – | 0.8% | 26 |
|
|
2024
Q4 | $3.63M | Hold |
61,401
| – | – | 0.8% | 25 |
|
|
2024
Q3 | $3.64M | Hold |
61,401
| – | – | 0.8% | 24 |
|
|
2024
Q2 | $3.36M | Hold |
61,401
| – | – | 0.81% | 35 |
|
|
2024
Q1 | $3.45M | Buy |
61,401
+24
| +0% | +$1.35K | 0.84% | 31 |
|
|
2023
Q4 | $3.17M | Hold |
61,377
| – | – | 0.82% | 30 |
|
|
2023
Q3 | $2.82M | Hold |
61,377
| – | – | 0.83% | 31 |
|
|
2023
Q2 | $2.89M | Hold |
61,377
| – | – | 0.84% | 32 |
|
|
2023
Q1 | $2.75M | Hold |
61,377
| – | – | 0.91% | 28 |
|
|
2022
Q4 | $2.7M | Sell |
61,377
-224,113
| -79% | -$9.84M | 1.09% | 27 |
|
|
2022
Q3 | $11.1M | Sell |
285,490
-16,880
| -6% | -$656K | 4.46% | 4 |
|
|
2022
Q2 | $12.4M | Sell |
302,370
-27,853
| -8% | -$1.14M | 4.84% | 3 |
|
|
2022
Q1 | $16.2M | Buy |
330,223
+220,481
| +201% | +$10.8M | 5.3% | 3 |
|
|
2021
Q4 | $5.68M | Buy |
109,742
+102,328
| +1,380% | +$5.3M | 1.67% | 13 |
|
|
2021
Q3 | $352K | Buy |
+7,414
| New | +$352K | 0.12% | 128 |
|