Perissos Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
31,529
-912
| -3% | -$57.2K | 1.56% | 20 |
|
|
2025
Q1 | $1.9M | Buy |
32,441
+1,814
| +6% | +$106K | 1.73% | 18 |
|
|
2024
Q4 | $1.81M | Buy |
30,627
+14,191
| +86% | +$839K | 1.35% | 22 |
|
|
2024
Q3 | $973K | Buy |
16,436
+916
| +6% | +$54.2K | 0.78% | 41 |
|
|
2024
Q2 | $850K | Buy |
15,520
+731
| +5% | +$40K | 0.76% | 39 |
|
|
2024
Q1 | $831K | Buy |
+14,789
| New | +$831K | 0.75% | 39 |
|