Saxon Interests’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
2022
Q4
Sell
-117,556
Closed -$4.9M 169
2022
Q3
$4.9M Buy
117,556
+39,849
+51% +$1.66M 2.99% 6
2022
Q2
$3.18M Sell
77,707
-7,262
-9% -$297K 1.93% 12
2022
Q1
$4.17M Buy
84,969
+44,173
+108% +$2.17M 2.22% 11
2021
Q4
$2.14M Buy
+40,796
New +$2.14M 1.21% 20