Ten Capital Wealth 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
Q2 | $22.4M | Sell |
474,622
-15,190
| -3% | -$715K | 6.49% | 6 |
|
|
2023
Q1 | $22M | Sell |
489,812
-41,948
| -8% | -$1.88M | 7.15% | 5 |
|
|
2022
Q4 | $23.4M | Buy |
531,760
+39,375
| +8% | +$1.73M | 9.37% | 4 |
|
|
2022
Q3 | $19.1M | Buy |
492,385
+4,653
| +1% | +$181K | 8.71% | 4 |
|
|
2022
Q2 | $20M | Buy |
487,732
+188,506
| +63% | +$7.71M | 8.69% | 3 |
|
|
2022
Q1 | $14.7M | Buy |
299,226
+18,121
| +6% | +$888K | 6.12% | 5 |
|
|
2021
Q4 | $14.6M | Buy |
281,105
+11,391
| +4% | +$590K | 5.94% | 5 |
|
|
2021
Q3 | $12.8M | Buy |
269,714
+13,365
| +5% | +$634K | 5.99% | 5 |
|
|
2021
Q2 | $12.3M | Buy |
256,349
+13,199
| +5% | +$634K | 2.79% | 7 |
|
|
2021
Q1 | $11.1M | Buy |
243,150
+161,352
| +197% | +$7.34M | 2.7% | 8 |
|
|
2020
Q4 | $3.27M | Buy |
81,798
+71,191
| +671% | +$2.84M | 0.91% | 31 |
|
|
2020
Q3 | $347K | Buy |
+10,607
| New | +$347K | 0.12% | 88 |
|