Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,844
| Closed | -$405K | – | 519 |
|
|
2024
Q3 | $405K | Buy |
6,844
+119
| +2% | +$7.05K | 0.05% | 321 |
|
|
2024
Q2 | $368K | Buy |
6,725
+492
| +8% | +$26.9K | 0.05% | 318 |
|
|
2024
Q1 | $350K | Buy |
6,233
+984
| +19% | +$55.3K | 0.06% | 330 |
|
|
2023
Q4 | $271K | Buy |
+5,249
| New | +$271K | 0.05% | 355 |
|
|
2023
Q1 | – | Sell |
-7,399
| Closed | -$325K | – | 481 |
|
|
2022
Q4 | $325K | Buy |
+7,399
| New | +$325K | 0.04% | 297 |
|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$139K | – | 1591 |
|
|
2022
Q2 | $139K | Buy |
+3,400
| New | +$139K | 0.03% | 464 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2227 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2157 |
|
|
2017
Q3 | – | Sell |
-240
| Closed | -$7K | – | 944 |
|
|
2017
Q2 | $7K | Hold |
240
| – | – | 0.01% | 616 |
|
|
2017
Q1 | $6K | Buy |
+240
| New | +$6K | 0.01% | 595 |
|