Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
4,302
+1
| +0% | +$63 | 0.04% | 287 |
|
|
2025
Q1 | $252K | Buy |
4,301
+2
| +0% | +$117 | 0.05% | 283 |
|
|
2024
Q4 | $254K | Buy |
4,299
+2
| +0% | +$118 | 0.05% | 277 |
|
|
2024
Q3 | $254K | Buy |
4,297
+2,156
| +101% | +$128K | 0.05% | 277 |
|
|
2024
Q2 | $117K | Buy |
2,141
+9
| +0.4% | +$493 | 0.05% | 258 |
|
|
2024
Q1 | $120K | Sell |
2,132
-180
| -8% | -$10.1K | 0.05% | 250 |
|
|
2023
Q4 | $119K | Sell |
2,312
-500
| -18% | -$25.8K | 0.06% | 243 |
|
|
2023
Q3 | $129K | Buy |
2,812
+9
| +0.3% | +$413 | 0.07% | 211 |
|
|
2023
Q2 | $132K | Buy |
+2,803
| New | +$132K | 0.07% | 212 |
|
|
2022
Q4 | $113K | Buy |
2,576
+16
| +0.6% | +$702 | 0.08% | 218 |
|
|
2022
Q3 | $100K | Buy |
2,560
+10
| +0.4% | +$391 | 0.08% | 220 |
|
|
2022
Q2 | $104K | Sell |
2,550
-284
| -10% | -$11.6K | 0.07% | 232 |
|
|
2022
Q1 | $139K | Buy |
2,834
+966
| +52% | +$47.4K | 0.08% | 218 |
|
|
2021
Q4 | $97K | Buy |
+1,868
| New | +$97K | 0.05% | 278 |
|