Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,444
| Closed | -$303K | – | 56 |
|
|
2019
Q4 | $303K | Buy |
8,444
+27
| +0.3% | +$969 | 0.17% | 34 |
|
|
2019
Q3 | $268K | Buy |
8,417
+27
| +0.3% | +$860 | 0.16% | 37 |
|
|
2019
Q2 | $261K | Buy |
8,390
+35
| +0.4% | +$1.09K | 0.17% | 37 |
|
|
2019
Q1 | $261K | Buy |
8,355
+30
| +0.4% | +$937 | 0.17% | 37 |
|
|
2018
Q4 | $221K | Buy |
8,325
+90
| +1% | +$2.39K | 0.18% | 39 |
|
|
2018
Q3 | $260K | Buy |
8,235
+21
| +0.3% | +$663 | 0.19% | 41 |
|
|
2018
Q2 | $246K | Buy |
+8,214
| New | +$246K | 0.2% | 38 |
|