Solano 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $21.9M | Buy |
400,443
+11,691
| +3% | +$640K | 12.01% | 2 |
|
2024
Q1 | $21.8M | Buy |
388,752
+60,017
| +18% | +$3.37M | 12.25% | 2 |
|
2023
Q4 | $17M | Buy |
328,735
+10,208
| +3% | +$527K | 10.26% | 4 |
|
2023
Q3 | $14.6M | Buy |
318,527
+15,858
| +5% | +$729K | 10.15% | 4 |
|
2023
Q2 | $14.3M | Buy |
302,669
+6,667
| +2% | +$314K | 9.69% | 6 |
|
2023
Q1 | $13.3M | Buy |
+296,002
| New | +$13.3M | 9.69% | 6 |
|