Private Portfolio Partners’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 | $830K | Buy |
14,039
+14
| +0.1% | +$828 | 0.15% | 114 |
|
|
2024
Q3 | $830K | Sell |
14,025
-863
| -6% | -$51.1K | 0.16% | 108 |
|
|
2024
Q2 | $815K | Buy |
14,888
+3
| +0% | +$164 | 0.66% | 40 |
|
|
2024
Q1 | $836K | Sell |
14,885
-36
| -0.2% | -$2.02K | 0.17% | 100 |
|
|
2023
Q4 | $771K | Sell |
14,921
-472
| -3% | -$24.4K | 0.18% | 99 |
|
|
2023
Q3 | $707K | Sell |
15,393
-3,679
| -19% | -$169K | 0.18% | 95 |
|
|
2023
Q2 | $898K | Sell |
19,072
-3,620
| -16% | -$170K | 0.23% | 77 |
|
|
2023
Q1 | $1.02M | Sell |
22,692
-4,644
| -17% | -$208K | 0.28% | 71 |
|
|
2022
Q4 | $1.2M | Sell |
27,336
-1,942
| -7% | -$85.3K | 0.32% | 68 |
|
|
2022
Q3 | $1.14M | Sell |
29,278
-253
| -0.9% | -$9.84K | 0.32% | 71 |
|
|
2022
Q2 | $1.21M | Buy |
29,531
+7,787
| +36% | +$319K | 0.34% | 67 |
|
|
2022
Q1 | $1.07M | Buy |
21,744
+15,096
| +227% | +$740K | 0.26% | 81 |
|
|
2021
Q4 | $344K | Buy |
+6,648
| New | +$344K | 0.09% | 200 |
|