Simon Quick Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,067
| Closed | -$1.01M | – | 375 |
|
|
2023
Q3 | $1.01M | Buy |
22,067
+108
| +0.5% | +$4.96K | 0.1% | 105 |
|
|
2023
Q2 | $1.03M | Buy |
21,959
+140
| +0.6% | +$6.59K | 0.1% | 98 |
|
|
2023
Q1 | $979K | Sell |
21,819
-628
| -3% | -$28.2K | 0.11% | 98 |
|
|
2022
Q4 | $986K | Buy |
22,447
+192
| +0.9% | +$8.43K | 0.12% | 89 |
|
|
2022
Q3 | $865K | Buy |
22,255
+122
| +0.6% | +$4.74K | 0.12% | 89 |
|
|
2022
Q2 | $982K | Buy |
+22,133
| New | +$982K | 0.13% | 86 |
|