SkyOak Wealth’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 | $234K | Sell |
3,737
-38
| -1% | -$2.38K | 0.05% | 217 |
|
2025
Q1 | $221K | Sell |
3,775
-83
| -2% | -$4.86K | 0.05% | 218 |
|
2024
Q4 | $228K | Buy |
3,858
+125
| +3% | +$7.39K | 0.05% | 220 |
|
2024
Q3 | $221K | Sell |
3,733
-70
| -2% | -$4.15K | 0.05% | 213 |
|
2024
Q2 | $208K | Buy |
3,803
+20
| +0.5% | +$1.1K | 0.05% | 223 |
|
2024
Q1 | $212K | Buy |
+3,783
| New | +$212K | 0.05% | 224 |
|