Perigon Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.71M | Buy |
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|
2025
Q2 | $4.22M | Sell |
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|
2025
Q1 | $3.95M | Buy |
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|
2024
Q4 | $4.13M | Buy |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $777K | Hold |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $698K | Buy |
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