New England Private Wealth Advisors’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 |
-8,395
| Closed | -$301K | – | 83 |
|
|
2019
Q4 | $301K | Buy |
8,395
+37
| +0.4% | +$1.33K | 0.08% | 63 |
|
|
2019
Q3 | $266K | Buy |
8,358
+27
| +0.3% | +$859 | 0.06% | 128 |
|
|
2019
Q2 | $260K | Buy |
8,331
+30
| +0.4% | +$936 | 0.06% | 130 |
|
|
2019
Q1 | $247K | Buy |
8,301
+25
| +0.3% | +$744 | 0.06% | 128 |
|
|
2018
Q4 | $219K | Buy |
8,276
+44
| +0.5% | +$1.16K | 0.06% | 127 |
|
|
2018
Q3 | $260K | Buy |
8,232
+20
| +0.2% | +$632 | 0.07% | 120 |
|
|
2018
Q2 | $246K | Buy |
+8,212
| New | +$246K | 0.07% | 124 |
|