Sutton Place Investors’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
Q3 | – | Sell |
-15,722
| Closed | -$741K | – | 82 |
|
|
2023
Q2 | $741K | Sell |
15,722
-3,167
| -17% | -$149K | 1.03% | 31 |
|
|
2023
Q1 | $848K | Buy |
18,889
+298
| +2% | +$13.4K | 1.15% | 28 |
|
|
2022
Q4 | $817K | Sell |
18,591
-3,829
| -17% | -$168K | 1.17% | 25 |
|
|
2022
Q3 | $872K | Sell |
22,420
-7,406
| -25% | -$288K | 1.32% | 25 |
|
|
2022
Q2 | $1.22M | Sell |
29,826
-200
| -0.7% | -$8.18K | 1.78% | 15 |
|
|
2022
Q1 | $1.4M | Buy |
30,026
+11,671
| +64% | +$545K | 1.68% | 16 |
|
|
2021
Q4 | $951K | Buy |
+18,355
| New | +$951K | 1.09% | 27 |
|