Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-137,260
| Closed | -$4.93M | – | 54 |
|
|
2019
Q4 | $4.93M | Sell |
137,260
-5,069
| -4% | -$182K | 2.59% | 12 |
|
|
2019
Q3 | $4.53M | Buy |
142,329
+33,868
| +31% | +$1.08M | 2.55% | 12 |
|
|
2019
Q2 | $3.37M | Buy |
108,461
+5,470
| +5% | +$170K | 2.05% | 13 |
|
|
2019
Q1 | $3.07M | Buy |
102,991
+12,831
| +14% | +$383K | 1.98% | 14 |
|
|
2018
Q4 | $2.36M | Sell |
90,160
-62,527
| -41% | -$1.64M | 2.04% | 12 |
|
|
2018
Q3 | $4.82M | Buy |
152,687
+3,563
| +2% | +$112K | 3.42% | 9 |
|
|
2018
Q2 | $4.47M | Sell |
149,124
-13,915
| -9% | -$417K | 3.32% | 9 |
|
|
2018
Q1 | $4.84M | Buy |
163,039
+7,603
| +5% | +$226K | 3.62% | 9 |
|
|
2017
Q4 | $4.64M | Buy |
+155,436
| New | +$4.64M | 3.48% | 10 |
|