Sanctuary Wealth Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $124K | Hold |
2,563
| – | – | 0.08% | 64 |
|
2024
Q3 | $128K | Hold |
2,563
| – | – | 0.09% | 58 |
|
2024
Q2 | $115K | Hold |
2,563
| – | – | 0.09% | 59 |
|
2024
Q1 | $117K | Sell |
2,563
-375
| -13% | -$17.2K | 0.1% | 59 |
|
2023
Q4 | $128K | Buy |
2,938
+312
| +12% | +$13.6K | 0.12% | 55 |
|
2023
Q3 | $97.7K | Buy |
2,626
+604
| +30% | +$22.5K | 0.11% | 53 |
|
2023
Q2 | $79.1K | Buy |
+2,022
| New | +$79.1K | 0.08% | 63 |
|