Personal CFO Solutions’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 |
-19,111
| Closed | -$1.13M | – | 580 |
|
|
2024
Q3 | $1.13M | Buy |
19,111
+679
| +4% | +$40.2K | 0.16% | 125 |
|
|
2024
Q2 | $1.01M | Buy |
18,432
+508
| +3% | +$27.8K | 0.16% | 126 |
|
|
2024
Q1 | $1.01M | Buy |
17,924
+188
| +1% | +$10.6K | 0.16% | 127 |
|
|
2023
Q4 | $916K | Hold |
17,736
| – | – | 0.16% | 133 |
|
|
2023
Q3 | $815K | Buy |
17,736
+1,562
| +10% | +$71.8K | 0.16% | 125 |
|
|
2023
Q2 | $762K | Buy |
16,174
+3,600
| +29% | +$170K | 0.15% | 131 |
|
|
2023
Q1 | $564K | Buy |
12,574
+719
| +6% | +$32.3K | 0.12% | 173 |
|
|
2022
Q4 | $521K | Buy |
11,855
+6,627
| +127% | +$291K | 0.11% | 185 |
|
|
2022
Q3 | $203K | Buy |
+5,228
| New | +$203K | 0.05% | 370 |
|