PWA
PCG Wealth Advisors’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 | $1.89M | Buy |
30,136
+600
| +2% | +$37.6K | 0.97% | 31 |
|
|
2025
Q1 | $1.73M | Buy |
29,536
+2,329
| +9% | +$136K | 0.6% | 53 |
|
|
2024
Q4 | $1.61M | Buy |
27,207
+2,537
| +10% | +$150K | 0.59% | 53 |
|
|
2024
Q3 | $1.46M | Buy |
24,670
+5,634
| +30% | +$334K | 0.56% | 54 |
|
|
2024
Q2 | $1.04M | Buy |
19,036
+1,404
| +8% | +$76.9K | 0.45% | 59 |
|
|
2024
Q1 | $990K | Buy |
17,632
+480
| +3% | +$27K | 0.47% | 51 |
|
|
2023
Q4 | $886K | Sell |
17,152
-150
| -0.9% | -$7.75K | 0.5% | 50 |
|
|
2023
Q3 | $795K | Sell |
17,302
-701
| -4% | -$32.2K | 0.52% | 46 |
|
|
2023
Q2 | $848K | Sell |
18,003
-261
| -1% | -$12.3K | 0.53% | 46 |
|
|
2023
Q1 | $820K | Sell |
18,264
-75,381
| -80% | -$3.38M | 0.52% | 47 |
|
|
2022
Q4 | $4.11M | Sell |
93,645
-161,876
| -63% | -$7.11M | 2.6% | 9 |
|
|
2022
Q3 | $9.94M | Buy |
255,521
+14,145
| +6% | +$550K | 3.54% | 5 |
|
|
2022
Q2 | $9.88M | Sell |
241,376
-14,440
| -6% | -$591K | 7.05% | 4 |
|
|
2022
Q1 | $12.5M | Buy |
255,816
+42,029
| +20% | +$2.06M | 7.97% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
+213,787
| New | +$11.1M | 7.69% | 3 |
|