SeaCrest 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-17,737
| Closed | -$726K | – | 1304 |
|
2022
Q2 | $726K | Sell |
17,737
-584
| -3% | -$23.9K | 0.09% | 226 |
|
2022
Q1 | $898K | Buy |
18,321
+2,143
| +13% | +$105K | 0.1% | 203 |
|
2021
Q4 | $838K | Buy |
16,178
+4,323
| +36% | +$224K | 0.09% | 220 |
|
2021
Q3 | $563K | Buy |
11,855
+5,160
| +77% | +$245K | 0.07% | 302 |
|
2021
Q2 | $322K | Buy |
+6,695
| New | +$322K | 0.04% | 473 |
|