Purus 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 | $3.14M | Sell |
50,018
-302
| -0.6% | -$18.9K | 1.09% | 22 |
|
2025
Q1 | $2.95M | Buy |
50,320
+207
| +0.4% | +$12.1K | 1.25% | 18 |
|
2024
Q4 | $2.96M | Sell |
50,113
-1,348
| -3% | -$79.7K | 1.17% | 20 |
|
2024
Q3 | $3.05M | Sell |
51,461
-14
| -0% | -$829 | 1.29% | 20 |
|
2024
Q2 | $2.82M | Sell |
51,475
-1,030
| -2% | -$56.4K | 1.24% | 20 |
|
2024
Q1 | $2.95M | Sell |
52,505
-951
| -2% | -$53.4K | 1.46% | 18 |
|
2023
Q4 | $2.76M | Sell |
53,456
-20
| -0% | -$1.03K | 1.6% | 18 |
|
2023
Q3 | $2.46M | Buy |
53,476
+159
| +0.3% | +$7.31K | 1.66% | 17 |
|
2023
Q2 | $2.51M | Sell |
53,317
-6,724
| -11% | -$317K | 1.63% | 17 |
|
2023
Q1 | $2.69M | Sell |
60,041
-504
| -0.8% | -$22.6K | 2.13% | 15 |
|
2022
Q4 | $2.66M | Sell |
60,545
-478
| -0.8% | -$21K | 2.41% | 11 |
|
2022
Q3 | $2.37M | Sell |
61,023
-159
| -0.3% | -$6.18K | 2.19% | 14 |
|
2022
Q2 | $2.5M | Sell |
61,182
-150
| -0.2% | -$6.14K | 2.23% | 15 |
|
2022
Q1 | $3.01M | Buy |
61,332
+610
| +1% | +$29.9K | 2.08% | 15 |
|
2021
Q4 | $3.15M | Sell |
60,722
-2,644
| -4% | -$137K | 1.97% | 13 |
|
2021
Q3 | $3.01M | Buy |
63,366
+2,578
| +4% | +$122K | 2.08% | 14 |
|
2021
Q2 | $2.92M | Buy |
60,788
+3,504
| +6% | +$168K | 2.1% | 14 |
|
2021
Q1 | $2.61M | Buy |
57,284
+1,634
| +3% | +$74.3K | 2.19% | 14 |
|
2020
Q4 | $2.22M | Buy |
+55,650
| New | +$2.22M | 1.98% | 17 |
|