POM Investment Strategies’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 | $41 | Sell |
1
-119,641
| -100% | -$4.91M | ﹤0.01% | 135 |
|
|
2025
Q1 | $7M | Sell |
119,642
-16,575
| -12% | -$970K | 8.19% | 4 |
|
|
2024
Q4 | $8.06M | Buy |
136,217
+1,021
| +0.8% | +$60.4K | 6.07% | 8 |
|
|
2024
Q3 | $8M | Buy |
135,196
+323
| +0.2% | +$19.1K | 6.25% | 7 |
|
|
2024
Q2 | $7.38M | Sell |
134,873
-3,860
| -3% | -$211K | 5.91% | 5 |
|
|
2024
Q1 | $7.79M | Buy |
138,733
+9,243
| +7% | +$519K | 6.38% | 6 |
|
|
2023
Q4 | $6.69M | Buy |
+129,490
| New | +$6.69M | 6.14% | 7 |
|