Sound Income Strategies’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 | $20.2K | Sell |
322
-50
| -13% | -$3.14K | ﹤0.01% | 741 |
|
|
2025
Q1 | $21.8K | Sell |
372
-299
| -45% | -$17.5K | ﹤0.01% | 699 |
|
|
2024
Q4 | $39.7K | Buy |
+671
| New | +$39.7K | ﹤0.01% | 525 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 1403 |
|
|
2024
Q2 | – | Sell |
-19
| Closed | -$1.07K | – | 1372 |
|
|
2024
Q1 | $1.07K | Buy |
+19
| New | +$1.07K | ﹤0.01% | 1168 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1 | – | 1315 |
|
|
2023
Q3 | – | Sell |
-161
| Closed | -$7.59K | – | 1152 |
|
|
2023
Q2 | $7.59K | Buy |
+161
| New | +$7.59K | ﹤0.01% | 640 |
|
|
2023
Q1 | – | Sell |
-326
| Closed | -$14.3K | – | 1128 |
|
|
2022
Q4 | $14.3K | Buy |
+326
| New | +$14.3K | ﹤0.01% | 448 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$25K | – | 996 |
|
|
2021
Q1 | $25K | Buy |
+550
| New | +$25K | ﹤0.01% | 322 |
|