MWS
Maxwell Wealth Strategies’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.29M | Buy |
53,333
+10,361
| +24% | +$251K | 0.53% | 52 |
|
|
2024
Q3 | $1.06M | Sell |
42,972
-850
| -2% | -$21K | 0.45% | 65 |
|
|
2024
Q2 | $1.02M | Buy |
43,822
+314
| +0.7% | +$7.34K | 0.5% | 64 |
|
|
2024
Q1 | $1.02M | Sell |
43,508
-101,284
| -70% | -$2.37M | 0.52% | 61 |
|
|
2023
Q4 | $3.34M | Buy |
+144,792
| New | +$3.34M | 2.18% | 9 |
|